Bank of America
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Bank of America’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Bank of America’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
Q4 		– Sell
-300,000
Closed -$27.6M – 7619
2025
Q3 		$27.6M Hold
300,000
– – ﹤0.01% 2299
2025
Q2 		$25.5M Buy
+300,000
New +$23.7M ﹤0.01% 2314

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 $59.8B AUM 29.42% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America's DWAS Position: Q2 2026 in Review

Bank of America increased its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 32% in Q2 2026, buying an estimated $3.92M and bringing the position to 144,270 shares worth $18.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

Bank of America first reported a position in DWAS in Q2 2013 and has held it in 53 quarters since. The position peaked at $47.7M in Q4 2013. 104 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

  • Bank of America held 144,270 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $18.4M as of Q2 2026.
  • Bank of America bought 34,577 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $3.92M.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #2554 holding.
  • Bank of America first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2013 and has held it in 53 quarters since.
  • Bank of America's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $47.7M in Q4 2013.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.