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Lowery Thomas LLC’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Lowery Thomas LLC’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
Q4 		– Sell
-3,585
Closed -$269K – 47
2023
Q3 		$269K Sell
3,585
-427
-11% -$33.7K 0.26% 45
2023
Q2 		$316K Buy
4,012
+309
+8% +$23K 0.31% 40
2023
Q1 		$273K Buy
+3,703
New +$279K 0.3% 41

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Lowery Thomas LLC's DWAS Position: Q4 2023 in Review

Lowery Thomas LLC sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q4 2023, closing a stake of 3,585 shares — an estimated $269K sold.

Lowery Thomas LLC first reported a position in DWAS in Q1 2023 and held it in 3 quarters. The position peaked at $316K in Q2 2023. 87 funds tracked by Wall St. Rank hold DWAS as of Q4 2023.

  • Lowery Thomas LLC reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q4 2023 after selling out during the quarter.
  • Lowery Thomas LLC sold 3,585 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q4 2023, an estimated $269K.
  • Lowery Thomas LLC first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2023 and held it in 3 quarters.
  • Lowery Thomas LLC's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $316K in Q2 2023.
  • 87 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q4 2023.

Based on Lowery Thomas LLC's 13F filing for Q4 2023, filed 5 Feb 2024.