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RAFFA WEALTH MANAGEMENT, LLC’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2018
Q1 		– Sell
-16,000
Closed -$780K – 713
2017
Q4 		$780K Buy
16,000
+2,000
+14% +$95.8K 0.3% 31
2017
Q3 		$664K Buy
+14,000
New +$615K 0.27% 30

Other funds holding DWAS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Wells Fargo
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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DWAS Position: Q1 2018 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2018, closing a stake of 16,000 shares — an estimated $780K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DWAS in Q3 2017 and held it in 2 quarters. The position peaked at $780K in Q4 2017. 50 funds tracked by Wall St. Rank hold DWAS as of Q1 2018.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2018 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 16,000 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2018, an estimated $780K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2017 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $780K in Q4 2017.
  • 50 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2018.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2018, filed 27 Jul 2026.