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LifePlan Financial Group’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

LifePlan Financial Group’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
2014
Q2 		– Sell
-555
Closed -$22K – 104
2014
Q1 		$22K Hold
555
– – 0.02% 146
2013
Q4 		$22K Hold
555
– – 0.02% 129
2013
Q3 		$21K Buy
+555
New +$19.7K 0.02% 127

Other funds holding DWAS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LifePlan Financial Group's DWAS Position: Q2 2014 in Review

LifePlan Financial Group sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2014, closing a stake of 555 shares — an estimated $22K sold.

LifePlan Financial Group first reported a position in DWAS in Q3 2013 and held it in 3 quarters. The position peaked at $22K in Q1 2014. 51 funds tracked by Wall St. Rank hold DWAS as of Q2 2014.

  • LifePlan Financial Group reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q2 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 555 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2014, an estimated $22K.
  • LifePlan Financial Group first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2013 and held it in 3 quarters.
  • LifePlan Financial Group's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $22K in Q1 2014.
  • 51 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2014.

Based on LifePlan Financial Group's 13F filing for Q2 2014, filed 3 Jul 2014.