First Horizon Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

First Horizon Advisors’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 Q2	–	Sell	-327	Closed	-$24.1K	–	2461
2023 Q1	$24.1K	Hold	327	–	–	﹤0.01%	1192
2022 Q4	$23.8K	Hold	327	–	–	﹤0.01%	1199
2022 Q3	$22K	Hold	327	–	–	﹤0.01%	1192
2022 Q2	$22K	Hold	327	–	–	﹤0.01%	1252
2022 Q1	$28K	Buy	+327	New	+$27K	﹤0.01%	799

Other funds holding DWAS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

First Horizon Advisors's DWAS Position: Q2 2023 in Review

First Horizon Advisors sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2023, closing a stake of 327 shares — an estimated $24.1K sold.

First Horizon Advisors first reported a position in DWAS in Q1 2022 and held it in 5 quarters. The position peaked at $28K in Q1 2022. 82 funds tracked by Wall St. Rank hold DWAS as of Q2 2023.

First Horizon Advisors reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q2 2023 after selling out during the quarter.
First Horizon Advisors sold 327 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2023, an estimated $24.1K.
First Horizon Advisors first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2022 and held it in 5 quarters.
First Horizon Advisors's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $28K in Q1 2022.
82 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2023.

Based on First Horizon Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.