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Milestone Advisory Partners’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Milestone Advisory Partners’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
2020
Q1 		– Sell
-6,225
Closed -$355K – 41
2019
Q4 		$355K Sell
6,225
-100
-2% -$5.28K 0.19% 42
2019
Q3 		$317K Hold
6,325
– – 0.18% 42
2019
Q2 		$341K Buy
+6,325
New +$325K 0.21% 40

Other funds holding DWAS

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Milestone Advisory Partners's DWAS Position: Q1 2020 in Review

Milestone Advisory Partners sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2020, closing a stake of 6,225 shares — an estimated $355K sold.

Milestone Advisory Partners first reported a position in DWAS in Q2 2019 and held it in 3 quarters. The position peaked at $355K in Q4 2019. 48 funds tracked by Wall St. Rank hold DWAS as of Q1 2020.

  • Milestone Advisory Partners reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Milestone Advisory Partners sold 6,225 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2020, an estimated $355K.
  • Milestone Advisory Partners first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2019 and held it in 3 quarters.
  • Milestone Advisory Partners's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $355K in Q4 2019.
  • 48 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2020.

Based on Milestone Advisory Partners's 13F filing for Q1 2020, filed 31 Jul 2020.