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Berger Financial Group’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Berger Financial 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
2021
Q1 		– Sell
-29,959
Closed -$2.26M – 200
2020
Q4 		$2.26M Buy
+29,959
New +$2.04M 0.39% 76

Other funds holding DWAS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

Berger Financial Group's DWAS Position: Q1 2021 in Review

Berger Financial Group sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2021, closing a stake of 29,959 shares — an estimated $2.26M sold.

Berger Financial Group first reported a position in DWAS in Q4 2020 and held it in 1 quarter. The position peaked at $2.26M in Q4 2020. 77 funds tracked by Wall St. Rank hold DWAS as of Q1 2021.

  • Berger Financial Group reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2021 after selling out during the quarter.
  • Berger Financial Group sold 29,959 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2021, an estimated $2.26M.
  • Berger Financial Group first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2020 and held it in 1 quarter.
  • Berger Financial Group's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $2.26M in Q4 2020.
  • 77 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2021.

Based on Berger Financial Group's 13F filing for Q1 2021, filed 12 May 2021.