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

Bessemer Group’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
Q3 		– Sell
-432
Closed -$37K – 2533
2025
Q2 		$37K Buy
+432
New +$34.2K ﹤0.01% 1392
2022
Q1 		– Sell
-2,011
Closed -$181K – 1851
2021
Q4 		$181K Buy
+2,011
New +$185K ﹤0.01% 869
2021
Q1 		– Sell
-67
Closed -$5K – 1527
2020
Q4 		$5K Buy
+67
New +$4.56K ﹤0.01% 1375

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bessemer Group's DWAS Position: Q3 2025 in Review

Bessemer Group sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q3 2025, closing a stake of 432 shares — an estimated $37K sold.

Bessemer Group first reported a position in DWAS in Q4 2020 and held it in 3 quarters. The position peaked at $181K in Q4 2021. 97 funds tracked by Wall St. Rank hold DWAS as of Q3 2025.

  • Bessemer Group reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Bessemer Group sold 432 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q3 2025, an estimated $37K.
  • Bessemer Group first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2020 and held it in 3 quarters.
  • Bessemer Group's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $181K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2025.

Based on Bessemer Group's 13F filing for Q3 2025, filed 5 Nov 2025.