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Elevation Capital Advisory’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Elevation Capital Advisory’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
2021
Q2 		$15.1M Buy
+167,703
New +$14.4M 8.45% 5

Other funds holding DWAS

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $296M AUM 25.25% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Elevation Capital Advisory's DWAS Position: Q2 2021 in Review

Elevation Capital Advisory opened a new position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2021: 167,703 shares worth $15.1M. The stake represents 8.45% of the portfolio and ranks #5 among its holdings.

79 funds tracked by Wall St. Rank hold DWAS as of Q2 2021.

  • Elevation Capital Advisory held 167,703 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $15.1M as of Q2 2021.
  • Invesco Dorsey Wright SmallCap Momentum ETF was a new Elevation Capital Advisory position in Q2 2021.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up 8.45% of Elevation Capital Advisory's portfolio in Q2 2021, its #5 holding.
  • 79 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2021.

Based on Elevation Capital Advisory's 13F filing for Q2 2021, filed 12 Aug 2021.