United Capital Financial Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

United Capital Financial 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
2023 Q1	–	Sell	-3,200	Closed	-$233K	–	991
2022 Q4	$233K	Sell	3,200 -200	-6%	-$14.8K	﹤0.01%	946
2022 Q3	$233K	Hold	3,400	–	–	﹤0.01%	975
2022 Q2	$231K	Hold	3,400	–	–	﹤0.01%	1014
2022 Q1	$288K	Sell	3,400 -300	-8%	-$24.8K	﹤0.01%	997
2021 Q4	$333K	Buy	+3,700	New	+$340K	﹤0.01%	991
2017 Q2	–	Sell	-8,408	Closed	-$344K	–	1282
2017 Q1	$344K	Sell	8,408 -15,356	-65%	-$625K	﹤0.01%	1009
2016 Q4	$960K	Sell	23,764 -7,227	-23%	-$279K	0.01%	766
2016 Q3	$1.19M	Sell	30,991 -2,203	-7%	-$82.5K	0.01%	728
2016 Q2	$1.16M	Buy	+33,194	New	+$1.15M	0.01%	693

Other funds holding DWAS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

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

United Capital Financial Advisors's DWAS Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2023, closing a stake of 3,200 shares — an estimated $233K sold.

United Capital Financial Advisors first reported a position in DWAS in Q2 2016 and held it in 9 quarters. The position peaked at $1.19M in Q3 2016. 85 funds tracked by Wall St. Rank hold DWAS as of Q1 2023.

United Capital Financial Advisors reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2023 after selling out during the quarter.
United Capital Financial Advisors sold 3,200 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2023, an estimated $233K.
United Capital Financial Advisors first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2016 and held it in 9 quarters.
United Capital Financial Advisors's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $1.19M in Q3 2016.
85 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.