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Bellwether Investment Group’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-225
Closed -$9K – 217
2017
Q1 		$9K Hold
225
– – 0.02% 515
2016
Q4 		$9K Buy
+225
New +$8.69K 0.01% 659
2016
Q2 		$13K Buy
+370
New +$12.9K 0.01% 369

Other funds holding DWAS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bellwether Investment Group's DWAS Position: Q2 2017 in Review

Bellwether Investment Group sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2017, closing a stake of 225 shares — an estimated $9K sold.

Bellwether Investment Group first reported a position in DWAS in Q2 2016 and held it in 3 quarters. The position peaked at $13K in Q2 2016. 42 funds tracked by Wall St. Rank hold DWAS as of Q2 2017.

  • Bellwether Investment Group reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 225 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2017, an estimated $9K.
  • Bellwether Investment Group first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $13K in Q2 2016.
  • 42 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.