Wipfli Financial Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Wipfli Financial Advisors’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 Q3	$58K	Buy	+850	New	+$62.4K	﹤0.01%	1002

Other funds holding DWAS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wipfli Financial Advisors's DWAS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q3 2022: 850 shares worth $58K. The stake represents ﹤0.01% of the portfolio and ranks #1002 among its holdings.

82 funds tracked by Wall St. Rank hold DWAS as of Q3 2022.

Wipfli Financial Advisors held 850 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $58K as of Q3 2022.
Invesco Dorsey Wright SmallCap Momentum ETF was a new Wipfli Financial Advisors position in Q3 2022.
Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1002 holding.
82 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.