Cambridge Investment Research Advisors
DWAQ

Cambridge Investment Research Advisors’s Invesco DWA NASDAQ Momentum ETF DWAQ Stock Holding History

Cambridge Investment Research Advisors’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
2018
Q4 		– Sell
-6,672
Closed -$781K – 2336
2018
Q3 		$781K Buy
6,672
+2,637
+65% +$302K 0.01% 1178
2018
Q2 		$448K Buy
+4,035
New +$441K ﹤0.01% 1461

Other funds holding DWAQ

IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
SWM
Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors's DWAQ Position: Q4 2018 in Review

Cambridge Investment Research Advisors sold out of Invesco DWA NASDAQ Momentum ETF (DWAQ) in Q4 2018, closing a stake of 6,672 shares — an estimated $781K sold.

Cambridge Investment Research Advisors first reported a position in DWAQ in Q2 2018 and held it in 2 quarters. The position peaked at $781K in Q3 2018. 24 funds tracked by Wall St. Rank hold DWAQ as of Q4 2018.

  • Cambridge Investment Research Advisors reported no remaining Invesco DWA NASDAQ Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 6,672 Invesco DWA NASDAQ Momentum ETF shares in Q4 2018, an estimated $781K.
  • Cambridge Investment Research Advisors first reported a position in Invesco DWA NASDAQ Momentum ETF in Q2 2018 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Invesco DWA NASDAQ Momentum ETF position peaked at $781K in Q3 2018.
  • 24 funds tracked by Wall St. Rank held Invesco DWA NASDAQ Momentum ETF as of Q4 2018.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.