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

Cornerstone Planning Group’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 		$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

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return