WAM
DWAQ

Wealthspire Advisors (Maryland)’s Invesco DWA NASDAQ Momentum ETF DWAQ Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DWAQ Stock Details DWAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-50
Closed -$6K – 2584
2018
Q2 		$6K Buy
+50
New +$5.46K ﹤0.01% 1758

Other funds holding DWAQ

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWM
Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $51.6B AUM 27.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DWAQ Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Invesco DWA NASDAQ Momentum ETF (DWAQ) in Q3 2018, closing a stake of 50 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in DWAQ in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 24 funds tracked by Wall St. Rank hold DWAQ as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Invesco DWA NASDAQ Momentum ETF position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 50 Invesco DWA NASDAQ Momentum ETF shares in Q3 2018, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco DWA NASDAQ Momentum ETF in Q2 2018 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Invesco DWA NASDAQ Momentum ETF position peaked at $6K in Q2 2018.
  • 24 funds tracked by Wall St. Rank held Invesco DWA NASDAQ Momentum ETF as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.