EB
DWAS icon

Eastern Bank’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Eastern Bank’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
Q4 		– Sell
-11
Closed -$1.02K – 949
2024
Q3 		$1.02K Buy
+11
New +$982 ﹤0.01% 892

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Eastern Bank's DWAS Position: Q4 2024 in Review

Eastern Bank sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q4 2024, closing a stake of 11 shares — an estimated $1.02K sold.

Eastern Bank first reported a position in DWAS in Q3 2024 and held it in 1 quarter. The position peaked at $1.02K in Q3 2024. 106 funds tracked by Wall St. Rank hold DWAS as of Q4 2024.

  • Eastern Bank reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Eastern Bank sold 11 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q4 2024, an estimated $1.02K.
  • Eastern Bank first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2024 and held it in 1 quarter.
  • Eastern Bank's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $1.02K in Q3 2024.
  • 106 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q4 2024.

Based on Eastern Bank's 13F filing for Q4 2024, filed 13 Jan 2025.