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Center for Financial Planning’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Center for Financial Planning’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
-102
Closed -$9.4K – 710
2025
Q3 		$9.4K Buy
+102
New +$8.92K ﹤0.01% 498

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

Center for Financial Planning's DWAS Position: Q4 2025 in Review

Center for Financial Planning sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q4 2025, closing a stake of 102 shares — an estimated $9.4K sold.

Center for Financial Planning first reported a position in DWAS in Q3 2025 and held it in 1 quarter. The position peaked at $9.4K in Q3 2025. 98 funds tracked by Wall St. Rank hold DWAS as of Q4 2025.

  • Center for Financial Planning reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 102 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q4 2025, an estimated $9.4K.
  • Center for Financial Planning first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2025 and held it in 1 quarter.
  • Center for Financial Planning's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $9.4K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.