Cornerstone Planning Group
DWAS icon

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
Q3 		– Sell
-1,033
Closed -$121K – 586
2026
Q2 		$121K Hold
1,033
– – 0.02% 217
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 $67.3B AUM 21.9% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Colonial River Investments
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $315M AUM 14.73% 1-Year Est. Return
Trueblood Wealth Management
Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cornerstone Planning Group's DWAS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q3 2026, closing a stake of 1,033 shares — an estimated $121K sold.

Cornerstone Planning Group first reported a position in DWAS in Q2 2023 and held it in 13 quarters. The position peaked at $473K in Q4 2025. 20 funds tracked by Wall St. Rank hold DWAS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,033 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q3 2026, an estimated $121K.
  • Cornerstone Planning Group first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2023 and held it in 13 quarters.
  • Cornerstone Planning Group's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $473K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.