IFWM
DWAQ

Institute for Wealth Management’s Invesco DWA NASDAQ Momentum ETF DWAQ Stock Holding History

Institute for Wealth Management’s Portfolio DWAQ Stock Details DWAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-22,521
Closed -$2.88M – 707
2019
Q4 		$2.88M Sell
22,521
-420
-2% -$48.1K 0.65% 27
2019
Q3 		$2.47M Sell
22,941
-65
-0.3% -$7.64K 0.62% 31
2019
Q2 		$2.72M Sell
23,006
-530
-2% -$59.7K 0.6% 31
2019
Q1 		$2.58M Sell
23,536
-410
-2% -$42.1K 0.56% 39
2018
Q4 		$2.11M Buy
+23,946
New +$2.32M 0.86% 29

Institute for Wealth Management's DWAQ Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco DWA NASDAQ Momentum ETF (DWAQ) in Q1 2020, closing a stake of 22,521 shares — an estimated $2.88M sold.

Institute for Wealth Management first reported a position in DWAQ in Q4 2018 and held it in 5 quarters. The position peaked at $2.88M in Q4 2019. 0 funds tracked by Wall St. Rank hold DWAQ as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco DWA NASDAQ Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 22,521 Invesco DWA NASDAQ Momentum ETF shares in Q1 2020, an estimated $2.88M.
  • Institute for Wealth Management first reported a position in Invesco DWA NASDAQ Momentum ETF in Q4 2018 and held it in 5 quarters.
  • Institute for Wealth Management's Invesco DWA NASDAQ Momentum ETF position peaked at $2.88M in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Invesco DWA NASDAQ Momentum ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.