GWM
DWAS icon

Gupta Wealth Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Gupta Wealth 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
2015
Q4 		– Sell
-337
Closed -$13K – 1273
2015
Q3 		$13K Hold
337
– – ﹤0.01% 838
2015
Q2 		$14K Buy
+337
New +$13.9K ﹤0.01% 824

Other funds holding DWAS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

Gupta Wealth Management's DWAS Position: Q4 2015 in Review

Gupta Wealth Management sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q4 2015, closing a stake of 337 shares — an estimated $13K sold.

Gupta Wealth Management first reported a position in DWAS in Q2 2015 and held it in 2 quarters. The position peaked at $14K in Q2 2015. 56 funds tracked by Wall St. Rank hold DWAS as of Q4 2015.

  • Gupta Wealth Management reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 337 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q4 2015, an estimated $13K.
  • Gupta Wealth Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $14K in Q2 2015.
  • 56 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.