KWM
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Kingsview Wealth Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Kingsview 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
2021
Q2 		– Sell
-8,998
Closed -$777K – 936
2021
Q1 		$777K Buy
+8,998
New +$773K 0.04% 401

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 $235M AUM 17.84% 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 $40.4B AUM 21.2% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

Kingsview Wealth Management's DWAS Position: Q2 2021 in Review

Kingsview Wealth Management sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2021, closing a stake of 8,998 shares — an estimated $777K sold.

Kingsview Wealth Management first reported a position in DWAS in Q1 2021 and held it in 1 quarter. The position peaked at $777K in Q1 2021. 79 funds tracked by Wall St. Rank hold DWAS as of Q2 2021.

  • Kingsview Wealth Management reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,998 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2021, an estimated $777K.
  • Kingsview Wealth Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $777K in Q1 2021.
  • 79 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2021.

Based on Kingsview Wealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.