Householder Group Estate & Retirement Specialist’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-75	Closed	-$6K	–	710
2024 Q3	$6K	Hold	75	–	–	﹤0.01%	897
2024 Q2	$6K	Hold	75	–	–	﹤0.01%	906
2024 Q1	$6.82K	Hold	75	–	–	﹤0.01%	883
2023 Q4	$6K	Sell	75 -40	-35%	-$3.02K	﹤0.01%	857
2023 Q3	$8.64K	Buy	+115	New	+$9.06K	﹤0.01%	826
2023 Q1	$8K	Buy	+115	New	+$8.66K	﹤0.01%	852
2022 Q4	–	Sell	-125	Closed	-$8K	–	507
2022 Q3	$8K	Buy	+125	New	+$9.18K	﹤0.01%	774

Other funds holding DWAS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DWAS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q4 2024, closing a stake of 75 shares — an estimated $6K sold.

Householder Group Estate & Retirement Specialist first reported a position in DWAS in Q3 2022 and held it in 7 quarters. The position peaked at $8.64K in Q3 2023. 106 funds tracked by Wall St. Rank hold DWAS as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 75 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q4 2024, an estimated $6K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $8.64K in Q3 2023.
106 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.