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SpiderRock Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

SpiderRock Advisors’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
Q3 		$262K Buy
2,824
+127
+5% +$11.3K ﹤0.01% 754
2024
Q2 		$229K Buy
+2,697
New +$233K ﹤0.01% 716

Other funds holding DWAS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SpiderRock Advisors's DWAS Position: Q3 2024 in Review

SpiderRock Advisors increased its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 4.7% in Q3 2024, buying an estimated $11.3K and bringing the position to 2,824 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

SpiderRock Advisors first reported a position in DWAS in Q2 2024 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold DWAS as of Q3 2024.

  • SpiderRock Advisors held 2,824 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $262K as of Q3 2024.
  • SpiderRock Advisors bought 127 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q3 2024, an estimated $11.3K.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #754 holding.
  • SpiderRock Advisors first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2024 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.