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CreativeOne Wealth’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

CreativeOne Wealth’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 		– Sell
-2,706
Closed -$262K – 1200
2025
Q4 		$262K Buy
+2,706
New +$257K 0.01% 1010

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

CreativeOne Wealth's DWAS Position: Q1 2026 in Review

CreativeOne Wealth sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2026, closing a stake of 2,706 shares — an estimated $262K sold.

CreativeOne Wealth first reported a position in DWAS in Q4 2025 and held it in 1 quarter. The position peaked at $262K in Q4 2025. 102 funds tracked by Wall St. Rank hold DWAS as of Q1 2026.

  • CreativeOne Wealth reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 2,706 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2026, an estimated $262K.
  • CreativeOne Wealth first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2025 and held it in 1 quarter.
  • CreativeOne Wealth's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $262K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.