LPL Financial’s Invesco DWA NASDAQ Momentum ETF DWAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,283
Closed -$420K 3504
2019
Q4
$420K Sell
3,283
-219
-6% -$25.1K ﹤0.01% 2517
2019
Q3
$377K Buy
3,502
+19
+0.5% +$2.23K ﹤0.01% 2494
2019
Q2
$411K Sell
3,483
-338
-9% -$38.1K ﹤0.01% 2435
2019
Q1
$419K Sell
3,821
-180
-4% -$18.5K ﹤0.01% 2366
2018
Q4
$352K Buy
4,001
+366
+10% +$35.4K ﹤0.01% 2345
2018
Q3
$426K Buy
3,635
+278
+8% +$31.8K ﹤0.01% 2364
2018
Q2
$373K Buy
+3,357
New +$367K ﹤0.01% 2449

LPL Financial's DWAQ Position: Q1 2020 in Review

LPL Financial sold out of Invesco DWA NASDAQ Momentum ETF (DWAQ) in Q1 2020, closing a stake of 3,283 shares — an estimated $420K sold.

LPL Financial first reported a position in DWAQ in Q2 2018 and held it in 7 quarters. The position peaked at $426K in Q3 2018. 0 funds tracked by Wall St. Rank hold DWAQ as of Q1 2020.

  • LPL Financial reported no remaining Invesco DWA NASDAQ Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • LPL Financial sold 3,283 Invesco DWA NASDAQ Momentum ETF shares in Q1 2020, an estimated $420K.
  • LPL Financial first reported a position in Invesco DWA NASDAQ Momentum ETF in Q2 2018 and held it in 7 quarters.
  • LPL Financial's Invesco DWA NASDAQ Momentum ETF position peaked at $426K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Invesco DWA NASDAQ Momentum ETF as of Q1 2020.

Based on LPL Financial's 13F filing for Q1 2020, filed 14 May 2020.