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Burt Wealth Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Burt Wealth Advisors’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
2015
Q4 		– Sell
-200
Closed -$8K – 529
2015
Q3 		$8K Hold
200
– – 0.01% 266
2015
Q2 		$8K Buy
+200
New +$8.27K 0.01% 285

Other funds holding DWAS

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

Burt Wealth Advisors's DWAS Position: Q4 2015 in Review

Burt Wealth Advisors sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q4 2015, closing a stake of 200 shares — an estimated $8K sold.

Burt Wealth Advisors first reported a position in DWAS in Q2 2015 and held it in 2 quarters. The position peaked at $8K in Q3 2015. 56 funds tracked by Wall St. Rank hold DWAS as of Q4 2015.

  • Burt Wealth Advisors reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q4 2015 after selling out during the quarter.
  • Burt Wealth Advisors sold 200 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q4 2015, an estimated $8K.
  • Burt Wealth Advisors first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2015 and held it in 2 quarters.
  • Burt Wealth Advisors's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $8K in Q3 2015.
  • 56 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q4 2015.

Based on Burt Wealth Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.