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Cherry Tree Wealth Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Cherry Tree Wealth Management’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
2026
Q1 		– Sell
-21
Closed -$2.03K – 589
2025
Q4 		$2.03K Buy
+21
New +$2K ﹤0.01% 526

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 $1.89T AUM 35.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cherry Tree Wealth Management's DWAS Position: Q1 2026 in Review

Cherry Tree Wealth Management sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2026, closing a stake of 21 shares — an estimated $2.03K sold.

Cherry Tree Wealth Management first reported a position in DWAS in Q4 2025 and held it in 1 quarter. The position peaked at $2.03K in Q4 2025. 102 funds tracked by Wall St. Rank hold DWAS as of Q1 2026.

  • Cherry Tree Wealth Management reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 21 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2026, an estimated $2.03K.
  • Cherry Tree Wealth Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $2.03K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.