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

Clarus 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
2019
Q2 		– Sell
-550
Closed -$28K – 606
2019
Q1 		$28K Buy
550
+150
+38% +$7.32K 0.02% 370
2018
Q4 		$17K Buy
400
+200
+100% +$9.72K 0.03% 424
2018
Q3 		$12K Buy
+200
New +$11.3K 0.01% 510

Other funds holding DWAS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Clarus Wealth Advisors's DWAS Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2019, closing a stake of 550 shares — an estimated $28K sold.

Clarus Wealth Advisors first reported a position in DWAS in Q3 2018 and held it in 3 quarters. The position peaked at $28K in Q1 2019. 58 funds tracked by Wall St. Rank hold DWAS as of Q2 2019.

  • Clarus Wealth Advisors reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q2 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 550 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2019, an estimated $28K.
  • Clarus Wealth Advisors first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2018 and held it in 3 quarters.
  • Clarus Wealth Advisors's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $28K in Q1 2019.
  • 58 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.