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Eudaimonia Partners’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Eudaimonia Partners’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 		– Sell
-3,596
Closed -$306K – 611
2021
Q1 		$306K Buy
+3,596
New +$309K 0.06% 276

Other funds holding DWAS

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

Eudaimonia Partners's DWAS Position: Q2 2021 in Review

Eudaimonia Partners sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2021, closing a stake of 3,596 shares — an estimated $306K sold.

Eudaimonia Partners first reported a position in DWAS in Q1 2021 and held it in 1 quarter. The position peaked at $306K in Q1 2021. 79 funds tracked by Wall St. Rank hold DWAS as of Q2 2021.

  • Eudaimonia Partners reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 3,596 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2021, an estimated $306K.
  • Eudaimonia Partners first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2021 and held it in 1 quarter.
  • Eudaimonia Partners's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $306K in Q1 2021.
  • 79 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.