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Global Financial Private Capital’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Global Financial Private Capital’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
2018
Q4 		– Sell
-7,891
Closed -$454K – 364
2018
Q3 		$454K Buy
7,891
+1,032
+15% +$58.6K 0.02% 393
2018
Q2 		$371K Buy
+6,859
New +$359K 0.01% 422

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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

Global Financial Private Capital's DWAS Position: Q4 2018 in Review

Global Financial Private Capital sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q4 2018, closing a stake of 7,891 shares — an estimated $454K sold.

Global Financial Private Capital first reported a position in DWAS in Q2 2018 and held it in 2 quarters. The position peaked at $454K in Q3 2018. 62 funds tracked by Wall St. Rank hold DWAS as of Q4 2018.

  • Global Financial Private Capital reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 7,891 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q4 2018, an estimated $454K.
  • Global Financial Private Capital first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2018 and held it in 2 quarters.
  • Global Financial Private Capital's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $454K in Q3 2018.
  • 62 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.