Sequoia Wealth Management’s Invesco DWA NASDAQ Momentum ETF DWAQ Stock Holding History

Sequoia Wealth Management’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 Q3	–	Sell	-19,905	Closed	-$2.43M	–	69
2019 Q2	$2.43M	Buy	19,905 +116	+0.6%	+$13.1K	2.3%	9
2019 Q1	$2.17M	Buy	19,789 +779	+4%	+$80K	1.76%	14
2018 Q4	$1.67M	Sell	19,010 -470	-2%	-$45.5K	1.66%	15
2018 Q3	$2.27M	Buy	19,480 +5,019	+35%	+$575K	1.95%	16
2018 Q2	$1.6M	Buy	+14,461	New	+$1.58M	1.7%	14

Other funds holding DWAQ

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sequoia Wealth Management's DWAQ Position: Q3 2019 in Review

Sequoia Wealth Management sold out of Invesco DWA NASDAQ Momentum ETF (DWAQ) in Q3 2019, closing a stake of 19,905 shares — an estimated $2.43M sold.

Sequoia Wealth Management first reported a position in DWAQ in Q2 2018 and held it in 5 quarters. The position peaked at $2.43M in Q2 2019. 23 funds tracked by Wall St. Rank hold DWAQ as of Q3 2019.

Sequoia Wealth Management reported no remaining Invesco DWA NASDAQ Momentum ETF position as of Q3 2019 after selling out during the quarter.
Sequoia Wealth Management sold 19,905 Invesco DWA NASDAQ Momentum ETF shares in Q3 2019, an estimated $2.43M.
Sequoia Wealth Management first reported a position in Invesco DWA NASDAQ Momentum ETF in Q2 2018 and held it in 5 quarters.
Sequoia Wealth Management's Invesco DWA NASDAQ Momentum ETF position peaked at $2.43M in Q2 2019.
23 funds tracked by Wall St. Rank held Invesco DWA NASDAQ Momentum ETF as of Q3 2019.

Based on Sequoia Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.