WIM
DWAQ

Westside Investment Management’s Invesco DWA NASDAQ Momentum ETF DWAQ Stock Holding History

Westside Investment Management’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
Q4 		$35.2K Sell
400
-100
-20% -$9.68K 0.01% 330
2018
Q3 		$56.1K Buy
500
+100
+25% +$11.4K 0.02% 251
2018
Q2 		$44.4K Buy
+400
New +$43.7K 0.02% 307

Other funds holding DWAQ

IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
SWM
Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Westside Investment Management's DWAQ Position: Q4 2018 in Review

Westside Investment Management reduced its Invesco DWA NASDAQ Momentum ETF (DWAQ) stake by 20% in Q4 2018, selling an estimated $9.68K and leaving 400 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #330.

Westside Investment Management first reported a position in DWAQ in Q2 2018 and has held it in 3 quarters since. The position peaked at $56.1K in Q3 2018. 24 funds tracked by Wall St. Rank hold DWAQ as of Q4 2018.

  • Westside Investment Management held 400 shares of Invesco DWA NASDAQ Momentum ETF worth $35.2K as of Q4 2018.
  • Westside Investment Management sold 100 Invesco DWA NASDAQ Momentum ETF shares in Q4 2018, an estimated $9.68K.
  • Invesco DWA NASDAQ Momentum ETF made up 0.01% of Westside Investment Management's portfolio in Q4 2018, its #330 holding.
  • Westside Investment Management first reported a position in Invesco DWA NASDAQ Momentum ETF in Q2 2018 and has held it in 3 quarters since.
  • Westside Investment Management's Invesco DWA NASDAQ Momentum ETF position peaked at $56.1K in Q3 2018.
  • 24 funds tracked by Wall St. Rank held Invesco DWA NASDAQ Momentum ETF as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.