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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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AE Wealth Management's DWAS Position: Q1 2026 in Review

AE Wealth Management increased its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 113% in Q1 2026, buying an estimated $5.3K and bringing the position to 100 shares worth $9.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2283.

AE Wealth Management first reported a position in DWAS in Q4 2025 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold DWAS as of Q1 2026.

  • AE Wealth Management held 100 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $9.85K as of Q1 2026.
  • AE Wealth Management bought 53 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2026, an estimated $5.3K.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2283 holding.
  • AE Wealth Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.