Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $360K | Buy |
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|
2025
Q2 | $314K | Hold |
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|
2025
Q1 | $289K | Hold |
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|
2024
Q4 | $338K | Hold |
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|
2024
Q3 | $344K | Buy |
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|
2024
Q2 | $281K | Sell |
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|
2024
Q1 | $949K | Buy |
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|
2023
Q4 | $371K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $38K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $70K | Hold |
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|
2017
Q1 | $67K | Hold |
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|
2016
Q4 | $66K | Hold |
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|
2016
Q3 | $63K | Hold |
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|
2016
Q2 | $58K | Hold |
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|
2016
Q1 | $57K | Hold |
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|
2015
Q4 | $62K | Hold |
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|
2015
Q3 | $61K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $68K | Sell |
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|
2014
Q4 | $103K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $12K | Buy |
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