Benjamin F. Edwards & Company’s Invesco DWA NASDAQ Momentum ETF DWAQ Stock Holding History

Benjamin F. Edwards & Company’s Portfolio DWAQ Stock Details DWAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-20	Closed	-$2K	–	1979
2019 Q3	$2K	Hold	20	–	–	﹤0.01%	1780
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	1824
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	1627
2018 Q4	$2K	Sell	20 -20	-50%	-$1.94K	﹤0.01%	1623
2018 Q3	$5K	Hold	40	–	–	﹤0.01%	1426
2018 Q2	$4K	Buy	+40	New	+$4.37K	﹤0.01%	1459

Other funds holding DWAQ

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

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Benjamin F. Edwards & Company's DWAQ Position: Q4 2019 in Review

Benjamin F. Edwards & Company sold out of Invesco DWA NASDAQ Momentum ETF (DWAQ) in Q4 2019, closing a stake of 20 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in DWAQ in Q2 2018 and held it in 6 quarters. The position peaked at $5K in Q3 2018. 24 funds tracked by Wall St. Rank hold DWAQ as of Q4 2019.

Benjamin F. Edwards & Company reported no remaining Invesco DWA NASDAQ Momentum ETF position as of Q4 2019 after selling out during the quarter.
Benjamin F. Edwards & Company sold 20 Invesco DWA NASDAQ Momentum ETF shares in Q4 2019, an estimated $2K.
Benjamin F. Edwards & Company first reported a position in Invesco DWA NASDAQ Momentum ETF in Q2 2018 and held it in 6 quarters.
Benjamin F. Edwards & Company's Invesco DWA NASDAQ Momentum ETF position peaked at $5K in Q3 2018.
24 funds tracked by Wall St. Rank held Invesco DWA NASDAQ Momentum ETF as of Q4 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2019, filed 6 Feb 2020.