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

Institute for 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
2020
Q1 		– Sell
-1,875
Closed -$107K – 442
2019
Q4 		$107K Buy
+1,875
New +$99K 0.02% 472

Other funds holding DWAS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Institute for Wealth Management sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2020, closing a stake of 1,875 shares — an estimated $107K sold.

Institute for Wealth Management first reported a position in DWAS in Q4 2019 and held it in 1 quarter. The position peaked at $107K in Q4 2019. 48 funds tracked by Wall St. Rank hold DWAS as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 1,875 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2020, an estimated $107K.
  • Institute for Wealth Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $107K in Q4 2019.
  • 48 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2020.

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