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

Bare Financial Services’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
-19
Closed -$1.75K – 1588
2025
Q3 		$1.75K Buy
+19
New +$1.66K ﹤0.01% 847

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bare Financial Services's DWAS Position: Q4 2025 in Review

Bare Financial Services sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q4 2025, closing a stake of 19 shares — an estimated $1.75K sold.

Bare Financial Services first reported a position in DWAS in Q3 2025 and held it in 1 quarter. The position peaked at $1.75K in Q3 2025. 98 funds tracked by Wall St. Rank hold DWAS as of Q4 2025.

  • Bare Financial Services reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Bare Financial Services sold 19 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q4 2025, an estimated $1.75K.
  • Bare Financial Services first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2025 and held it in 1 quarter.
  • Bare Financial Services's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $1.75K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q4 2025.

Based on Bare Financial Services's 13F filing for Q4 2025, filed 6 Feb 2026.