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Hoover Financial Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Hoover Financial Advisors’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 		$3.09M Buy
34,399
+971
+3% +$83.4K 0.55% 31
2021
Q1 		$2.78M Buy
+33,428
New +$2.87M 0.52% 32

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 $259M AUM 22.91% 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 $51.6B AUM 27.34% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

Hoover Financial Advisors's DWAS Position: Q2 2021 in Review

Hoover Financial Advisors increased its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 2.9% in Q2 2021, buying an estimated $83.4K and bringing the position to 34,399 shares worth $3.09M. The position accounts for 0.55% of the portfolio, ranked #31.

Hoover Financial Advisors first reported a position in DWAS in Q1 2021 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold DWAS as of Q2 2021.

  • Hoover Financial Advisors held 34,399 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $3.09M as of Q2 2021.
  • Hoover Financial Advisors bought 971 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2021, an estimated $83.4K.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up 0.55% of Hoover Financial Advisors's portfolio in Q2 2021, its #31 holding.
  • Hoover Financial Advisors first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2021 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.