Baldwin Wealth Partners’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Baldwin Wealth Partners’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
2019 Q3	–	Sell	-511	Closed	-$28K	–	525
2019 Q2	$28K	Hold	511	–	–	﹤0.01%	365
2019 Q1	$26K	Hold	511	–	–	﹤0.01%	373
2018 Q4	$22K	Hold	511	–	–	﹤0.01%	376
2018 Q3	$29K	Hold	511	–	–	﹤0.01%	369
2018 Q2	$28K	Buy	+511	New	+$26.7K	﹤0.01%	365

Other funds holding DWAS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baldwin Wealth Partners's DWAS Position: Q3 2019 in Review

Baldwin Wealth Partners sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q3 2019, closing a stake of 511 shares — an estimated $28K sold.

Baldwin Wealth Partners first reported a position in DWAS in Q2 2018 and held it in 5 quarters. The position peaked at $29K in Q3 2018. 56 funds tracked by Wall St. Rank hold DWAS as of Q3 2019.

Baldwin Wealth Partners reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q3 2019 after selling out during the quarter.
Baldwin Wealth Partners sold 511 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q3 2019, an estimated $28K.
Baldwin Wealth Partners first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2018 and held it in 5 quarters.
Baldwin Wealth Partners's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $29K in Q3 2018.
56 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2019.

Based on Baldwin Wealth Partners's 13F filing for Q3 2019, filed 10 Oct 2019.