MGO One Seven’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

MGO One Seven’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 Q3	–	Sell	-2,730	Closed	-$215K	–	851
2023 Q2	$215K	Buy	+2,730	New	+$203K	0.02%	700
2019 Q1	–	Sell	-226	Closed	-$9K	–	711
2018 Q4	$9K	Buy	+226	New	+$11K	﹤0.01%	1165
2018 Q1	$11K	Hold	226	–	–	0.01%	1066
2017 Q4	$11K	Buy	+226	New	+$10.8K	0.01%	1059

Other funds holding DWAS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

MGO One Seven's DWAS Position: Q3 2023 in Review

MGO One Seven sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q3 2023, closing a stake of 2,730 shares — an estimated $215K sold.

MGO One Seven first reported a position in DWAS in Q4 2017 and held it in 4 quarters. The position peaked at $215K in Q2 2023. 82 funds tracked by Wall St. Rank hold DWAS as of Q3 2023.

MGO One Seven reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q3 2023 after selling out during the quarter.
MGO One Seven sold 2,730 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q3 2023, an estimated $215K.
MGO One Seven first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2017 and held it in 4 quarters.
MGO One Seven's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $215K in Q2 2023.
82 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2023.

Based on MGO One Seven's 13F filing for Q3 2023, filed 3 Nov 2023.