San Francisco Sentry Investment Group’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

San Francisco Sentry Investment Group’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
2021 Q2	$11K	Hold	120	–	–	0.01%	507
2021 Q1	$10K	Buy	+120	New	+$10.3K	﹤0.01%	537

Other funds holding DWAS

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

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

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

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

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MWM

MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

San Francisco Sentry Investment Group's DWAS Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) position steady in Q2 2021 at 120 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #507.

San Francisco Sentry Investment Group first reported a position in DWAS in Q1 2021 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold DWAS as of Q2 2021.

San Francisco Sentry Investment Group held 120 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $11K as of Q2 2021.
San Francisco Sentry Investment Group left its Invesco Dorsey Wright SmallCap Momentum ETF share count unchanged in Q2 2021.
Invesco Dorsey Wright SmallCap Momentum ETF made up 0.01% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #507 holding.
San Francisco Sentry Investment Group first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2021 and has held it in 2 quarters since.
79 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.