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Founders Financial Securities’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Founders Financial Securities’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
Q4 		– Sell
-8,426
Closed -$740K – 265
2021
Q3 		$740K Buy
8,426
+1,123
+15% +$96.4K 0.15% 125
2021
Q2 		$656K Buy
+7,303
New +$627K 0.13% 149

Other funds holding DWAS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return

Founders Financial Securities's DWAS Position: Q4 2021 in Review

Founders Financial Securities sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q4 2021, closing a stake of 8,426 shares — an estimated $740K sold.

Founders Financial Securities first reported a position in DWAS in Q2 2021 and held it in 2 quarters. The position peaked at $740K in Q3 2021. 95 funds tracked by Wall St. Rank hold DWAS as of Q4 2021.

  • Founders Financial Securities reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • Founders Financial Securities sold 8,426 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q4 2021, an estimated $740K.
  • Founders Financial Securities first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2021 and held it in 2 quarters.
  • Founders Financial Securities's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $740K in Q3 2021.
  • 95 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q4 2021.

Based on Founders Financial Securities's 13F filing for Q4 2021, filed 14 Feb 2022.