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

ICA Group 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
2024
Q2 		$680 Buy
+8
New +$691 ﹤0.01% 746

Other funds holding DWAS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ICA Group Wealth Management's DWAS Position: Q2 2024 in Review

ICA Group Wealth Management opened a new position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2024: 8 shares worth $680. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings.

98 funds tracked by Wall St. Rank hold DWAS as of Q2 2024.

  • ICA Group Wealth Management held 8 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $680 as of Q2 2024.
  • Invesco Dorsey Wright SmallCap Momentum ETF was a new ICA Group Wealth Management position in Q2 2024.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #746 holding.
  • 98 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.