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Laffer Tengler Investments’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Laffer Tengler Investments’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
2023
Q1 		– Sell
-479
Closed -$34.9K – 415
2022
Q4 		$34.9K Sell
479
-15
-3% -$1.11K 0.01% 339
2022
Q3 		$33.8K Buy
+494
New +$36.3K 0.01% 292

Other funds holding DWAS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
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
DSCM
Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Laffer Tengler Investments's DWAS Position: Q1 2023 in Review

Laffer Tengler Investments sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2023, closing a stake of 479 shares — an estimated $34.9K sold.

Laffer Tengler Investments first reported a position in DWAS in Q3 2022 and held it in 2 quarters. The position peaked at $34.9K in Q4 2022. 85 funds tracked by Wall St. Rank hold DWAS as of Q1 2023.

  • Laffer Tengler Investments reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 479 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2023, an estimated $34.9K.
  • Laffer Tengler Investments first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2022 and held it in 2 quarters.
  • Laffer Tengler Investments's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $34.9K in Q4 2022.
  • 85 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2023.

Based on Laffer Tengler Investments's 13F filing for Q1 2023, filed 9 May 2023.