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

Advisornet Financial’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
2025 Q1	–	Sell	-37	Closed	-$3.38K	–	2191
2024 Q4	$3.38K	Buy	+37	New	+$3.55K	﹤0.01%	1536
2020 Q1	–	Sell	-1,256	Closed	-$72K	–	1808
2019 Q4	$72K	Sell	1,256 -985	-44%	-$52K	0.01%	774
2019 Q3	$112K	Sell	2,241 -213	-9%	-$11.4K	0.01%	644
2019 Q2	$132K	Hold	2,454	–	–	0.01%	534
2019 Q1	$124K	Sell	2,454 -74	-3%	-$3.61K	0.02%	502
2018 Q4	$110K	Sell	2,528 -43	-2%	-$2.09K	0.02%	495
2018 Q3	$148K	Buy	2,571 +74	+3%	+$4.2K	0.02%	468
2018 Q2	$135K	Hold	2,497	–	–	0.02%	464
2018 Q1	$124K	Buy	2,497 +275	+12%	+$13.8K	0.02%	481
2017 Q4	$108K	Buy	+2,222	New	+$106K	0.02%	463

Other funds holding DWAS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FCT

Family Capital Trust Peabody, Massachusetts $276M AUM 6.05% 1-Year Est. Return

Advisornet Financial's DWAS Position: Q1 2025 in Review

Advisornet Financial sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2025, closing a stake of 37 shares — an estimated $3.38K sold.

Advisornet Financial first reported a position in DWAS in Q4 2017 and held it in 10 quarters. The position peaked at $148K in Q3 2018. 93 funds tracked by Wall St. Rank hold DWAS as of Q1 2025.

Advisornet Financial reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2025 after selling out during the quarter.
Advisornet Financial sold 37 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2025, an estimated $3.38K.
Advisornet Financial first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2017 and held it in 10 quarters.
Advisornet Financial's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $148K in Q3 2018.
93 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2025.

Based on Advisornet Financial's 13F filing for Q1 2025, filed 7 Apr 2025.