Wealthcare Advisory Partners’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Wealthcare Advisory Partners’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
2019 Q2	–	Sell	-50	Closed	-$3K	–	1320
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	1034
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	1068
2018 Q3	$3K	Hold	50	–	–	﹤0.01%	1066
2018 Q2	$3K	Hold	50	–	–	﹤0.01%	1058
2018 Q1	$2K	Buy	+50	New	+$2.52K	﹤0.01%	951

Other funds holding DWAS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wealthcare Advisory Partners's DWAS Position: Q2 2019 in Review

Wealthcare Advisory Partners sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2019, closing a stake of 50 shares — an estimated $3K sold.

Wealthcare Advisory Partners first reported a position in DWAS in Q1 2018 and held it in 5 quarters. The position peaked at $3K in Q1 2019. 58 funds tracked by Wall St. Rank hold DWAS as of Q2 2019.

Wealthcare Advisory Partners reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q2 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 50 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2019, an estimated $3K.
Wealthcare Advisory Partners first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2018 and held it in 5 quarters.
Wealthcare Advisory Partners's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $3K in Q1 2019.
58 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2019, filed 30 Jul 2019.