Ameriprise
DWAS icon

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

Ameriprise’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 		– Sell
-3,206
Closed -$310K – 4110
2025
Q4 		$310K Sell
3,206
-314
-9% -$29.9K ﹤0.01% 3794
2025
Q3 		$324K Hold
3,520
– – ﹤0.01% 3772
2025
Q2 		$299K Sell
3,520
-14
-0.4% -$1.11K ﹤0.01% 3696
2025
Q1 		$276K Buy
3,534
+14
+0.4% +$1.22K ﹤0.01% 3703
2024
Q4 		$325K Hold
3,520
– – ﹤0.01% 3693
2024
Q3 		$327K Buy
+3,520
New +$314K ﹤0.01% 3618
2016
Q1 		– Sell
-47,552
Closed -$1.79M – 3776
2015
Q4 		$1.79M Buy
47,552
+5,283
+12% +$204K ﹤0.01% 2664
2015
Q3 		$1.57M Buy
42,269
+876
+2% +$35.7K ﹤0.01% 2750
2015
Q2 		$1.72M Buy
41,393
+10,467
+34% +$433K ﹤0.01% 2840
2015
Q1 		$1.28M Buy
30,926
+13,198
+74% +$524K ﹤0.01% 2805
2014
Q4 		$692K Sell
17,728
-837
-5% -$31.1K ﹤0.01% 3005
2014
Q3 		$666K Sell
18,565
-11,245
-38% -$422K ﹤0.01% 2953
2014
Q2 		$1.17M Sell
29,810
-10,663
-26% -$395K ﹤0.01% 2719
2014
Q1 		$1.59M Sell
40,473
-1,251
-3% -$49.3K ﹤0.01% 2569
2013
Q4 		$1.66M Buy
41,724
+7,720
+23% +$293K ﹤0.01% 2518
2013
Q3 		$1.26M Buy
34,004
+17,330
+104% +$614K ﹤0.01% 2614
2013
Q2 		$543K Buy
+16,674
New +$532K ﹤0.01% 2801

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 $1.89T AUM 35.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise's DWAS Position: Q1 2026 in Review

Ameriprise sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2026, closing a stake of 3,206 shares — an estimated $310K sold.

Ameriprise first reported a position in DWAS in Q2 2013 and held it in 17 quarters. The position peaked at $1.79M in Q4 2015. 102 funds tracked by Wall St. Rank hold DWAS as of Q1 2026.

  • Ameriprise reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Ameriprise sold 3,206 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2026, an estimated $310K.
  • Ameriprise first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2013 and held it in 17 quarters.
  • Ameriprise's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $1.79M in Q4 2015.
  • 102 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.