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BKM Wealth Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

BKM Wealth Management’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
2024
Q1 		– Sell
-270
Closed -$22.6K – 285
2023
Q4 		$22.6K Buy
+270
New +$20.4K 0.01% 361

Other funds holding DWAS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BKM Wealth Management's DWAS Position: Q1 2024 in Review

BKM Wealth Management sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2024, closing a stake of 270 shares — an estimated $22.6K sold.

BKM Wealth Management first reported a position in DWAS in Q4 2023 and held it in 1 quarter. The position peaked at $22.6K in Q4 2023. 91 funds tracked by Wall St. Rank hold DWAS as of Q1 2024.

  • BKM Wealth Management reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 270 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2024, an estimated $22.6K.
  • BKM Wealth Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $22.6K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.