CRI
DWAS icon

Colonial River Investments’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Colonial River Investments’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
Q2 		$1.61M Buy
+12,620
New +$1.43M 0.46% 53

Other funds holding DWAS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $307M AUM 13.97% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Colonial River Investments's DWAS Position: Q2 2026 in Review

Colonial River Investments opened a new position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2026: 12,620 shares worth $1.61M. The stake represents 0.46% of the portfolio and ranks #53 among its holdings.

38 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

  • Colonial River Investments held 12,620 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $1.61M as of Q2 2026.
  • Invesco Dorsey Wright SmallCap Momentum ETF was a new Colonial River Investments position in Q2 2026.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up 0.46% of Colonial River Investments's portfolio in Q2 2026, its #53 holding.
  • 38 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.