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

Creative Planning’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 		$380K Hold
3,863
– – ﹤0.01% 3236
2025
Q4 		$374K Sell
3,863
-48
-1% -$4.56K ﹤0.01% 3084
2025
Q3 		$360K Buy
3,911
+207
+6% +$18.1K ﹤0.01% 3002
2025
Q2 		$314K Hold
3,704
– – ﹤0.01% 2859
2025
Q1 		$289K Hold
3,704
– – ﹤0.01% 2791
2024
Q4 		$338K Hold
3,704
– – ﹤0.01% 2558
2024
Q3 		$344K Buy
3,704
+400
+12% +$35.7K ﹤0.01% 2416
2024
Q2 		$281K Sell
3,304
-7,134
-68% -$617K ﹤0.01% 2405
2024
Q1 		$949K Buy
10,438
+6,012
+136% +$518K ﹤0.01% 1371
2023
Q4 		$371K Buy
+4,426
New +$334K ﹤0.01% 1934
2023
Q2 		– Sell
-4,104
Closed -$302K – 2702
2023
Q1 		$302K Buy
+4,104
New +$309K ﹤0.01% 1816
2022
Q3 		– Sell
-562
Closed -$38K – 2354
2022
Q2 		$38K Buy
+562
New +$44K ﹤0.01% 2086
2017
Q3 		– Sell
-1,640
Closed -$70K – 2353
2017
Q2 		$70K Hold
1,640
– – ﹤0.01% 2247
2017
Q1 		$67K Hold
1,640
– – ﹤0.01% 2249
2016
Q4 		$66K Hold
1,640
– – ﹤0.01% 2162
2016
Q3 		$63K Hold
1,640
– – ﹤0.01% 2174
2016
Q2 		$58K Hold
1,640
– – ﹤0.01% 2032
2016
Q1 		$57K Hold
1,640
– – ﹤0.01% 2002
2015
Q4 		$62K Hold
1,640
– – ﹤0.01% 1942
2015
Q3 		$61K Buy
+1,640
New +$66.9K ﹤0.01% 1896
2015
Q2 		– Sell
-1,640
Closed -$68K – 1585
2015
Q1 		$68K Sell
1,640
-1,000
-38% -$39.7K ﹤0.01% 1797
2014
Q4 		$103K Buy
+2,640
New +$98.1K ﹤0.01% 1538
2014
Q2 		– Sell
-300
Closed -$12K – 3808
2014
Q1 		$12K Buy
+300
New +$11.8K ﹤0.01% 2663

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

Creative Planning's DWAS Position: Q1 2026 in Review

Creative Planning held its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) position steady in Q1 2026 at 3,863 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #3236.

Creative Planning first reported a position in DWAS in Q1 2014 and has held it in 23 quarters since. The position peaked at $949K in Q1 2024. 102 funds tracked by Wall St. Rank hold DWAS as of Q1 2026.

  • Creative Planning held 3,863 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $380K as of Q1 2026.
  • Creative Planning left its Invesco Dorsey Wright SmallCap Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3236 holding.
  • Creative Planning first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2014 and has held it in 23 quarters since.
  • Creative Planning's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $949K in Q1 2024.
  • 102 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.