AE Wealth Management
DWAS icon

AE Wealth Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

AE Wealth Management’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
2026
Q2 		$23.6K Buy
185
+85
+85% +$9.65K ﹤0.01% 2228
2026
Q1 		$9.85K Buy
100
+53
+113% +$5.3K ﹤0.01% 2283
2025
Q4 		$4.55K Buy
+47
New +$4.47K ﹤0.01% 2245

Other funds holding DWAS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

AE Wealth Management's DWAS Position: Q2 2026 in Review

AE Wealth Management increased its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 85% in Q2 2026, buying an estimated $9.65K and bringing the position to 185 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

AE Wealth Management first reported a position in DWAS in Q4 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

  • AE Wealth Management held 185 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $23.6K as of Q2 2026.
  • AE Wealth Management bought 85 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $9.65K.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2228 holding.
  • AE Wealth Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.