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 Q2	$951K	Hold	7,473	–	–	0.1%	107
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

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

Financial Partners Group (Kansas)'s DWAS Position: Q2 2026 in Review

Financial Partners Group (Kansas) held its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) position steady in Q2 2026 at 7,473 shares worth $951K. The position accounts for 0.1% of the portfolio, ranked #107.

Financial Partners Group (Kansas) first reported a position in DWAS in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.05M in Q4 2024. 105 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

Financial Partners Group (Kansas) held 7,473 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $951K as of Q2 2026.
Financial Partners Group (Kansas) left its Invesco Dorsey Wright SmallCap Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright SmallCap Momentum ETF made up 0.1% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #107 holding.
Financial Partners Group (Kansas) first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2023 and has held it in 12 quarters since.
Financial Partners Group (Kansas)'s Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $2.05M in Q4 2024.
105 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.