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B. Riley Wealth Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

B. Riley Wealth Advisors’s Portfolio DWAS Stock Details DWAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,448
Closed -$96 – 928
2014
Q4 		$96 Buy
+2,448
New +$90.9K ﹤0.01% 1771
2014
Q3 		– Sell
-1,702
Closed -$66.7K – 955
2014
Q2 		$66.7K Buy
+1,702
New +$63K 0.02% 896

Other funds holding DWAS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

B. Riley Wealth Advisors's DWAS Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2015, closing a stake of 2,448 shares — an estimated $96 sold.

B. Riley Wealth Advisors first reported a position in DWAS in Q2 2014 and held it in 2 quarters. The position peaked at $66.7K in Q2 2014. 49 funds tracked by Wall St. Rank hold DWAS as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,448 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2015, an estimated $96.
  • B. Riley Wealth Advisors first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $66.7K in Q2 2014.
  • 49 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.