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Pathway Financial Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Pathway Financial Advisors’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
2018
Q3 		– Sell
-1,268
Closed -$69K – 166
2018
Q2 		$69K Buy
1,268
+104
+9% +$5.44K 0.04% 197
2018
Q1 		$58K Buy
+1,164
New +$58.6K 0.03% 223

Other funds holding DWAS

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Pathway Financial Advisors's DWAS Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q3 2018, closing a stake of 1,268 shares — an estimated $69K sold.

Pathway Financial Advisors first reported a position in DWAS in Q1 2018 and held it in 2 quarters. The position peaked at $69K in Q2 2018. 67 funds tracked by Wall St. Rank hold DWAS as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 1,268 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q3 2018, an estimated $69K.
  • Pathway Financial Advisors first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2018 and held it in 2 quarters.
  • Pathway Financial Advisors's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $69K in Q2 2018.
  • 67 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.