Riggs Asset Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Riggs Asset Management’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
2024 Q2	–	Sell	-3,600	Closed	-$327K	–	688
2024 Q1	$327K	Buy	+3,600	New	+$310K	0.1%	77
2015 Q2	–	Sell	-130	Closed	-$5K	–	306
2015 Q1	$5K	Buy	+130	New	+$5.16K	﹤0.01%	245

Other funds holding DWAS

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Riggs Asset Management's DWAS Position: Q2 2024 in Review

Riggs Asset Management sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2024, closing a stake of 3,600 shares — an estimated $327K sold.

Riggs Asset Management first reported a position in DWAS in Q1 2015 and held it in 2 quarters. The position peaked at $327K in Q1 2024. 98 funds tracked by Wall St. Rank hold DWAS as of Q2 2024.

Riggs Asset Management reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q2 2024 after selling out during the quarter.
Riggs Asset Management sold 3,600 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2024, an estimated $327K.
Riggs Asset Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2015 and held it in 2 quarters.
Riggs Asset Management's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $327K in Q1 2024.
98 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2024.

Based on Riggs Asset Management's 13F filing for Q2 2024, filed 29 Jul 2024.