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Financial Advocates Investment Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Financial Advocates Investment Management’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
2022
Q4 		– Sell
-8,855
Closed -$591K – 788
2022
Q3 		$591K Buy
+8,855
New +$650K 0.05% 372

Other funds holding DWAS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 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
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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Financial Advocates Investment Management's DWAS Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q4 2022, closing a stake of 8,855 shares — an estimated $591K sold.

Financial Advocates Investment Management first reported a position in DWAS in Q3 2022 and held it in 1 quarter. The position peaked at $591K in Q3 2022. 92 funds tracked by Wall St. Rank hold DWAS as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,855 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q4 2022, an estimated $591K.
  • Financial Advocates Investment Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $591K in Q3 2022.
  • 92 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.