Cornerstone Planning Group’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$119K Sell
1,033
-3,635
-78% -$364K 0.02% 222
2025
Q4
$473K Buy
4,668
+480
+11% +$45.6K 0.07% 85
2025
Q3
$392K Buy
4,188
+48
+1% +$4.2K 0.06% 98
2025
Q2
$353K Buy
4,140
+380
+10% +$30.1K 0.07% 62
2025
Q1
$281K Buy
3,760
+32
+0.9% +$2.79K 0.07% 73
2024
Q4
$339K Buy
3,728
+134
+4% +$12.9K 0.08% 51
2024
Q3
$335K Buy
3,594
+112
+3% +$10K 0.09% 52
2024
Q2
$288K Buy
3,482
+130
+4% +$11.2K 0.08% 65
2024
Q1
$292K Buy
3,352
+587
+21% +$50.6K 0.09% 54
2023
Q4
$232K Buy
2,765
+1,737
+169% +$131K 0.08% 76
2023
Q3
$77.2K Buy
1,028
+987
+2,407% +$77.8K 0.03% 132
2023
Q2
$3.23K Buy
+41
New +$3.05K ﹤0.01% 1042

Other funds holding DWAS

Cornerstone Planning Group's DWAS Position: Q1 2026 in Review

Cornerstone Planning Group reduced its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 78% in Q1 2026, selling an estimated $364K and leaving 1,033 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #222.

Cornerstone Planning Group first reported a position in DWAS in Q2 2023 and has held it in 12 quarters since. The position peaked at $473K in Q4 2025. 102 funds tracked by Wall St. Rank hold DWAS as of Q1 2026.

  • Cornerstone Planning Group held 1,033 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $119K as of Q1 2026.
  • Cornerstone Planning Group sold 3,635 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2026, an estimated $364K.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up 0.02% of Cornerstone Planning Group's portfolio in Q1 2026, its #222 holding.
  • Cornerstone Planning Group first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2023 and has held it in 12 quarters since.
  • Cornerstone Planning Group's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $473K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.