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Sowell Financial Services’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Sowell Financial Services’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
2020
Q1 		– Sell
-50
Closed -$3K – 2477
2019
Q4 		$3K Buy
50
+12
+32% +$634 ﹤0.01% 2050
2019
Q3 		$2K Buy
+38
New +$2.03K ﹤0.01% 2060
2017
Q1 		– Sell
-498
Closed -$21K – 331
2016
Q4 		$21K Buy
+498
New +$19.2K 0.01% 419

Other funds holding DWAS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Sowell Financial Services's DWAS Position: Q1 2020 in Review

Sowell Financial Services sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2020, closing a stake of 50 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in DWAS in Q4 2016 and held it in 3 quarters. The position peaked at $21K in Q4 2016. 48 funds tracked by Wall St. Rank hold DWAS as of Q1 2020.

  • Sowell Financial Services reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 50 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2020, an estimated $3K.
  • Sowell Financial Services first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2016 and held it in 3 quarters.
  • Sowell Financial Services's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $21K in Q4 2016.
  • 48 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.