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Fiduciary Alliance’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-427
Closed -$33.6K – 375
2023
Q2 		$33.6K Buy
+427
New +$31.8K 0.01% 365
2023
Q1 		– Sell
-37
Closed -$2.69K – 342
2022
Q4 		$2.69K Buy
+37
New +$2.75K ﹤0.01% 645

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

Fiduciary Alliance's DWAS Position: Q3 2023 in Review

Fiduciary Alliance sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q3 2023, closing a stake of 427 shares — an estimated $33.6K sold.

Fiduciary Alliance first reported a position in DWAS in Q4 2022 and held it in 2 quarters. The position peaked at $33.6K in Q2 2023. 82 funds tracked by Wall St. Rank hold DWAS as of Q3 2023.

  • Fiduciary Alliance reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 427 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q3 2023, an estimated $33.6K.
  • Fiduciary Alliance first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $33.6K in Q2 2023.
  • 82 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.