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Fulcrum Equity Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Fulcrum Equity 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
2021
Q2 		– Sell
-35,781
Closed -$3.04M – 194
2021
Q1 		$3.04M Buy
+35,781
New +$3.07M 1.2% 21

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

Fulcrum Equity Management's DWAS Position: Q2 2021 in Review

Fulcrum Equity Management sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2021, closing a stake of 35,781 shares — an estimated $3.04M sold.

Fulcrum Equity Management first reported a position in DWAS in Q1 2021 and held it in 1 quarter. The position peaked at $3.04M in Q1 2021. 79 funds tracked by Wall St. Rank hold DWAS as of Q2 2021.

  • Fulcrum Equity Management reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 35,781 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2021, an estimated $3.04M.
  • Fulcrum Equity Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2021 and held it in 1 quarter.
  • Fulcrum Equity Management's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $3.04M in Q1 2021.
  • 79 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.