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Creative Capital Management Investments’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Creative Capital Management 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
2025
Q3 		– Sell
-147
Closed -$12.5K – 287
2025
Q2 		$12.5K Buy
+147
New +$11.6K ﹤0.01% 207

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Capital Management Investments's DWAS Position: Q3 2025 in Review

Creative Capital Management Investments sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q3 2025, closing a stake of 147 shares — an estimated $12.5K sold.

Creative Capital Management Investments first reported a position in DWAS in Q2 2025 and held it in 1 quarter. The position peaked at $12.5K in Q2 2025. 97 funds tracked by Wall St. Rank hold DWAS as of Q3 2025.

  • Creative Capital Management Investments reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q3 2025 after selling out during the quarter.
  • Creative Capital Management Investments sold 147 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q3 2025, an estimated $12.5K.
  • Creative Capital Management Investments first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2025 and held it in 1 quarter.
  • Creative Capital Management Investments's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $12.5K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2025.

Based on Creative Capital Management Investments's 13F filing for Q3 2025, filed 23 Oct 2025.