Farther Finance Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Farther Finance Advisors’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 Q2	$663K	Sell	5,205 -357	-6%	-$40.5K	0.01%	1351
2026 Q1	$556K	Sell	5,562 -2,049	-27%	-$205K	0.01%	1323
2025 Q4	$736K	Sell	7,611 -2,843	-27%	-$270K	0.01%	1074
2025 Q3	$964K	Sell	10,454 -6,248	-37%	-$546K	0.01%	745
2025 Q2	$1.42M	Sell	16,702 -1,671	-9%	-$132K	0.03%	471
2025 Q1	$1.43M	Buy	18,373 +18,074	+6,045%	+$1.58M	0.04%	382
2024 Q4	$27.3K	Buy	+299	New	+$28.7K	﹤0.01%	1947
2024 Q3	–	Sell	-134	Closed	-$11.3K	–	4034
2024 Q2	$11.3K	Hold	134	–	–	﹤0.01%	2032
2024 Q1	$12K	Buy	+134	New	+$11.5K	﹤0.01%	1691

Other funds holding DWAS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Farther Finance Advisors's DWAS Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 6.4% in Q2 2026, selling an estimated $40.5K and leaving 5,205 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #1351.

Farther Finance Advisors first reported a position in DWAS in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.43M in Q1 2025. 104 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

Farther Finance Advisors held 5,205 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $663K as of Q2 2026.
Farther Finance Advisors sold 357 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $40.5K.
Invesco Dorsey Wright SmallCap Momentum ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1351 holding.
Farther Finance Advisors first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2024 and has held it in 9 quarters since.
Farther Finance Advisors's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $1.43M in Q1 2025.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.