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

Comprehensive 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 Q1	–	Sell	-296	Closed	-$27K	–	341
2024 Q4	$27K	Buy	+296	New	+$28.4K	0.02%	189

Other funds holding DWAS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FCT

Family Capital Trust Peabody, Massachusetts $276M AUM 6.05% 1-Year Est. Return

Comprehensive Financial Planning's DWAS Position: Q1 2025 in Review

Comprehensive Financial Planning sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2025, closing a stake of 296 shares — an estimated $27K sold.

Comprehensive Financial Planning first reported a position in DWAS in Q4 2024 and held it in 1 quarter. The position peaked at $27K in Q4 2024. 93 funds tracked by Wall St. Rank hold DWAS as of Q1 2025.

Comprehensive Financial Planning reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2025 after selling out during the quarter.
Comprehensive Financial Planning sold 296 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2025, an estimated $27K.
Comprehensive Financial Planning first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2024 and held it in 1 quarter.
Comprehensive Financial Planning's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $27K in Q4 2024.
93 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2025.

Based on Comprehensive Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.