DAS
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Dynamic Advisor Solutions’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Dynamic Advisor Solutions’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
Q2 		– Sell
-4,569
Closed -$356K – 906
2025
Q1 		$356K Sell
4,569
-438
-9% -$38.2K 0.01% 666
2024
Q4 		$457K Buy
5,007
+3
+0.1% +$288 0.02% 445
2024
Q3 		$465K Buy
5,004
+342
+7% +$30.5K 0.01% 631
2024
Q2 		$396K Buy
4,662
+138
+3% +$11.9K 0.01% 681
2024
Q1 		$411K Sell
4,524
-828
-15% -$71.3K 0.01% 653
2023
Q4 		$430K Buy
5,352
+315
+6% +$23.7K 0.02% 610
2023
Q3 		$378K Buy
5,037
+192
+4% +$15.1K 0.02% 596
2023
Q2 		$381K Buy
4,845
+508
+12% +$37.8K 0.02% 573
2023
Q1 		$319K Sell
4,337
-595
-12% -$44.8K 0.02% 577
2022
Q4 		$359K Buy
4,932
+917
+23% +$68K 0.02% 516
2022
Q3 		$275K Buy
4,015
+935
+30% +$68.7K 0.02% 547
2022
Q2 		$209K Sell
3,080
-3
-0.1% -$235 0.02% 637
2022
Q1 		$261K Buy
3,083
+712
+30% +$58.8K 0.02% 603
2021
Q4 		$213K Buy
+2,371
New +$218K 0.02% 671

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Dynamic Advisor Solutions's DWAS Position: Q2 2025 in Review

Dynamic Advisor Solutions sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2025, closing a stake of 4,569 shares — an estimated $356K sold.

Dynamic Advisor Solutions first reported a position in DWAS in Q4 2021 and held it in 14 quarters. The position peaked at $465K in Q3 2024. 94 funds tracked by Wall St. Rank hold DWAS as of Q2 2025.

  • Dynamic Advisor Solutions reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,569 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2025, an estimated $356K.
  • Dynamic Advisor Solutions first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2021 and held it in 14 quarters.
  • Dynamic Advisor Solutions's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $465K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2025, filed 9 Jul 2025.