PAG
DWAQ

Private Advisory Group’s Invesco DWA NASDAQ Momentum ETF DWAQ Stock Holding History

Private Advisory Group’s Portfolio DWAQ Stock Details DWAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,057
Closed -$437K – 133
2019
Q3 		$437K Buy
+4,057
New +$477K 0.19% 73

Other funds holding DWAQ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Advisory Group's DWAQ Position: Q4 2019 in Review

Private Advisory Group sold out of Invesco DWA NASDAQ Momentum ETF (DWAQ) in Q4 2019, closing a stake of 4,057 shares — an estimated $437K sold.

Private Advisory Group first reported a position in DWAQ in Q3 2019 and held it in 1 quarter. The position peaked at $437K in Q3 2019. 24 funds tracked by Wall St. Rank hold DWAQ as of Q4 2019.

  • Private Advisory Group reported no remaining Invesco DWA NASDAQ Momentum ETF position as of Q4 2019 after selling out during the quarter.
  • Private Advisory Group sold 4,057 Invesco DWA NASDAQ Momentum ETF shares in Q4 2019, an estimated $437K.
  • Private Advisory Group first reported a position in Invesco DWA NASDAQ Momentum ETF in Q3 2019 and held it in 1 quarter.
  • Private Advisory Group's Invesco DWA NASDAQ Momentum ETF position peaked at $437K in Q3 2019.
  • 24 funds tracked by Wall St. Rank held Invesco DWA NASDAQ Momentum ETF as of Q4 2019.

Based on Private Advisory Group's 13F filing for Q4 2019, filed 30 Jan 2020.