Financial Partners Group (Kansas)’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Financial Partners Group (Kansas)’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	$736K	Hold	7,473	–	–	0.09%	113
2025 Q4	$744K	Hold	7,473	–	–	0.09%	108
2025 Q3	$689K	Sell	7,473 -1	-0%	-$87	0.09%	107
2025 Q2	$634K	Sell	7,474 -1	-0%	-$79	0.09%	103
2025 Q1	$583K	Sell	7,475 -14,970	-67%	-$1.3M	0.09%	100
2024 Q4	$2.05M	Buy	22,445 +4,898	+28%	+$470K	0.3%	46
2024 Q3	$1.63M	Buy	17,547 +3,065	+21%	+$274K	0.24%	56
2024 Q2	$1.23M	Buy	14,482 +2,947	+26%	+$255K	0.19%	57
2024 Q1	$1.05M	Buy	11,535 +4,954	+75%	+$427K	0.17%	57
2023 Q4	$551K	Buy	6,581 +1,044	+19%	+$78.7K	0.1%	86
2023 Q3	$392K	Buy	+5,537	New	+$436K	0.08%	100

Other funds holding DWAS

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return