AF
DWAS icon

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

Allworth 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
2026
Q1 		$4.73K Hold
48
– – ﹤0.01% 3999
2025
Q4 		$4.64K Buy
+48
New +$4.56K ﹤0.01% 3756

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

Allworth Financial's DWAS Position: Q1 2026 in Review

Allworth Financial held its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) position steady in Q1 2026 at 48 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #3999.

Allworth Financial 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.

  • Allworth Financial held 48 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $4.73K as of Q1 2026.
  • Allworth Financial left its Invesco Dorsey Wright SmallCap Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3999 holding.
  • Allworth Financial 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 Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.