Total Clarity Wealth Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Total Clarity Wealth Management’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 Q3	–	Sell	-701	Closed	-$48K	–	411
2022 Q2	$48K	Buy	+701	New	+$54.9K	0.02%	419
2022 Q1	–	Sell	-1,566	Closed	-$141K	–	386
2021 Q4	$141K	Hold	1,566	–	–	0.06%	264
2021 Q3	$138K	Buy	+1,566	New	+$134K	0.07%	261
2021 Q2	–	Sell	-6,053	Closed	-$515K	–	326
2021 Q1	$515K	Buy	+6,053	New	+$520K	0.3%	85
2020 Q1	–	Sell	-1,923	Closed	-$110K	–	217
2019 Q4	$110K	Buy	+1,923	New	+$102K	0.08%	173

Other funds holding DWAS

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Total Clarity Wealth Management's DWAS Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q3 2022, closing a stake of 701 shares — an estimated $48K sold.

Total Clarity Wealth Management first reported a position in DWAS in Q4 2019 and held it in 5 quarters. The position peaked at $515K in Q1 2021. 82 funds tracked by Wall St. Rank hold DWAS as of Q3 2022.

Total Clarity Wealth Management reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 701 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q3 2022, an estimated $48K.
Total Clarity Wealth Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $515K in Q1 2021.
82 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.