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Callan Family Office’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Callan Family Office’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
-2,846
Closed -$238K – 94
2023
Q4 		$238K Buy
+2,846
New +$215K 0.06% 91

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

Callan Family Office's DWAS Position: Q1 2024 in Review

Callan Family Office sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2024, closing a stake of 2,846 shares — an estimated $238K sold.

Callan Family Office first reported a position in DWAS in Q4 2023 and held it in 1 quarter. The position peaked at $238K in Q4 2023. 91 funds tracked by Wall St. Rank hold DWAS as of Q1 2024.

  • Callan Family Office reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • Callan Family Office sold 2,846 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2024, an estimated $238K.
  • Callan Family Office first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2023 and held it in 1 quarter.
  • Callan Family Office's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $238K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2024.

Based on Callan Family Office's 13F filing for Q1 2024, filed 9 May 2024.