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Wealthgate Family Office’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Wealthgate Family Office’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
Q1 		– Sell
-3,600
Closed -$324K – 24
2021
Q4 		$324K Hold
3,600
– – 0.5% 22
2021
Q3 		$316K Buy
+3,600
New +$309K 0.49% 26

Other funds holding DWAS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealthgate Family Office's DWAS Position: Q1 2022 in Review

Wealthgate Family Office sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2022, closing a stake of 3,600 shares — an estimated $324K sold.

Wealthgate Family Office first reported a position in DWAS in Q3 2021 and held it in 2 quarters. The position peaked at $324K in Q4 2021. 80 funds tracked by Wall St. Rank hold DWAS as of Q1 2022.

  • Wealthgate Family Office reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • Wealthgate Family Office sold 3,600 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2022, an estimated $324K.
  • Wealthgate Family Office first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2021 and held it in 2 quarters.
  • Wealthgate Family Office's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $324K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2022.

Based on Wealthgate Family Office's 13F filing for Q1 2022, filed 13 May 2022.