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Gateway Advisory’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Gateway Advisory’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
2019
Q1 		– Sell
-10,360
Closed -$451K – 65
2018
Q4 		$451K Sell
10,360
-750
-7% -$36.5K 0.19% 39
2018
Q3 		$639K Buy
+11,110
New +$630K 0.17% 43

Other funds holding DWAS

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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Gateway Advisory's DWAS Position: Q1 2019 in Review

Gateway Advisory sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2019, closing a stake of 10,360 shares — an estimated $451K sold.

Gateway Advisory first reported a position in DWAS in Q3 2018 and held it in 2 quarters. The position peaked at $639K in Q3 2018. 61 funds tracked by Wall St. Rank hold DWAS as of Q1 2019.

  • Gateway Advisory reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2019 after selling out during the quarter.
  • Gateway Advisory sold 10,360 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2019, an estimated $451K.
  • Gateway Advisory first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2018 and held it in 2 quarters.
  • Gateway Advisory's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $639K in Q3 2018.
  • 61 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2019.

Based on Gateway Advisory's 13F filing for Q1 2019, filed 22 Apr 2019.