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Capital Advisors Ltd’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-250
Closed -$19K – 1402
2025
Q1 		$19K Hold
250
– – ﹤0.01% 617
2024
Q4 		$23K Hold
250
– – ﹤0.01% 597
2024
Q3 		$23K Hold
250
– – ﹤0.01% 586
2024
Q2 		$21K Hold
250
– – ﹤0.01% 590
2024
Q1 		$23K Buy
+250
New +$21.5K ﹤0.01% 564

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Capital Advisors Ltd's DWAS Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2025, closing a stake of 250 shares — an estimated $19K sold.

Capital Advisors Ltd first reported a position in DWAS in Q1 2024 and held it in 5 quarters. The position peaked at $23K in Q4 2024. 94 funds tracked by Wall St. Rank hold DWAS as of Q2 2025.

  • Capital Advisors Ltd reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 250 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2025, an estimated $19K.
  • Capital Advisors Ltd first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2024 and held it in 5 quarters.
  • Capital Advisors Ltd's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $23K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.