Sargent Bickham Lagudis’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$51.1K	Buy	702 +1	+0.1%	+$74	﹤0.01%	435
2022 Q3	$48K	Buy	701 +4	+0.6%	+$294	﹤0.01%	419
2022 Q2	$47K	Hold	697	–	–	﹤0.01%	433
2022 Q1	$59K	Hold	697	–	–	﹤0.01%	421
2021 Q4	$63K	Hold	697	–	–	﹤0.01%	414
2021 Q3	$61K	Hold	697	–	–	0.01%	410
2021 Q2	$63K	Hold	697	–	–	0.01%	412
2021 Q1	$59K	Hold	697	–	–	0.01%	412
2020 Q4	$52K	Buy	+697	New	+$47.5K	﹤0.01%	418

Other funds holding DWAS

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

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 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

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

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sargent Bickham Lagudis's DWAS Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 0.14% in Q4 2022, buying an estimated $74 and bringing the position to 702 shares worth $51.1K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Sargent Bickham Lagudis first reported a position in DWAS in Q4 2020 and has held it in 9 quarters since. The position peaked at $63K in Q4 2021. 92 funds tracked by Wall St. Rank hold DWAS as of Q4 2022.

Sargent Bickham Lagudis held 702 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $51.1K as of Q4 2022.
Sargent Bickham Lagudis bought 1 Invesco Dorsey Wright SmallCap Momentum ETF share in Q4 2022, an estimated $74.
Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #435 holding.
Sargent Bickham Lagudis first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2020 and has held it in 9 quarters since.
Sargent Bickham Lagudis's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $63K in Q4 2021.
92 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.