Cascade Investment Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Cascade Investment 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
2022 Q1	–	Sell	-220	Closed	-$19.8K	–	256
2021 Q4	$19.8K	Hold	220	–	–	0.01%	212
2021 Q3	$19.3K	Hold	220	–	–	0.01%	207
2021 Q2	$19.8K	Hold	220	–	–	0.01%	207
2021 Q1	$18.7K	Hold	220	–	–	0.01%	206
2020 Q4	$16.6K	Hold	220	–	–	0.01%	210
2020 Q3	$13.1K	Hold	220	–	–	0.01%	209
2020 Q2	$11.8K	Hold	220	–	–	0.01%	205
2020 Q1	$8.96K	Hold	220	–	–	0.01%	208
2019 Q4	$12.6K	Hold	220	–	–	0.01%	216
2019 Q3	$11K	Hold	220	–	–	0.01%	223
2019 Q2	$11.9K	Hold	220	–	–	0.01%	207
2019 Q1	$11.1K	Hold	220	–	–	0.01%	198
2018 Q4	$9.57K	Buy	+220	New	+$10.7K	0.01%	200

Other funds holding DWAS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cascade Investment Advisors's DWAS Position: Q1 2022 in Review

Cascade Investment Advisors sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2022, closing a stake of 220 shares — an estimated $19.8K sold.

Cascade Investment Advisors first reported a position in DWAS in Q4 2018 and held it in 13 quarters. The position peaked at $19.8K in Q4 2021. 80 funds tracked by Wall St. Rank hold DWAS as of Q1 2022.

Cascade Investment Advisors reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2022 after selling out during the quarter.
Cascade Investment Advisors sold 220 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2022, an estimated $19.8K.
Cascade Investment Advisors first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2018 and held it in 13 quarters.
Cascade Investment Advisors's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $19.8K in Q4 2021.
80 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2022.

Based on Cascade Investment Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.