Focus Financial Network’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Focus Financial Network’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	$313K	Sell	2,459 -12	-0.5%	-$1.36K	0.01%	608
2026 Q1	$243K	Sell	2,471 -320	-11%	-$32K	0.01%	647
2025 Q4	$270K	Hold	2,791	–	–	0.01%	620
2025 Q3	$257K	Hold	2,791	–	–	0.01%	641
2025 Q2	$237K	Sell	2,791 -1,054	-27%	-$83.4K	0.01%	642
2025 Q1	$300K	Sell	3,845 -905	-19%	-$78.9K	0.01%	545
2024 Q4	$434K	Buy	4,750 +769	+19%	+$73.8K	0.02%	451
2024 Q3	$370K	Sell	3,981 -122	-3%	-$10.9K	0.02%	489
2024 Q2	$377K	Sell	4,103 -1,353	-25%	-$117K	0.02%	470
2024 Q1	$447K	Buy	5,456 +1,230	+29%	+$106K	0.02%	395
2023 Q4	$354K	Sell	4,226 -1,409	-25%	-$106K	0.01%	532
2023 Q3	$423K	Buy	5,635 +763	+16%	+$60.1K	0.02%	389
2023 Q2	$383K	Sell	4,872 -82	-2%	-$6.1K	0.02%	414
2023 Q1	$365K	Buy	4,954 +677	+16%	+$51K	0.02%	405
2022 Q4	$311K	Buy	+4,277	New	+$317K	0.03%	365
2022 Q1	–	Sell	-2,836	Closed	-$255K	–	534
2021 Q4	$255K	Sell	2,836 -19	-0.7%	-$1.75K	0.04%	309
2021 Q3	$251K	Sell	2,855 -16	-0.6%	-$1.37K	0.03%	364
2021 Q2	$258K	Sell	2,871 -61	-2%	-$5.24K	0.03%	360
2021 Q1	$249K	Buy	+2,932	New	+$252K	0.03%	365

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

Focus Financial Network's DWAS Position: Q2 2026 in Review

Focus Financial Network reduced its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 0.49% in Q2 2026, selling an estimated $1.36K and leaving 2,459 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #608.

Focus Financial Network first reported a position in DWAS in Q1 2021 and has held it in 19 quarters since. The position peaked at $447K in Q1 2024. 105 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

Focus Financial Network held 2,459 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $313K as of Q2 2026.
Focus Financial Network sold 12 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $1.36K.
Invesco Dorsey Wright SmallCap Momentum ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #608 holding.
Focus Financial Network first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2021 and has held it in 19 quarters since.
Focus Financial Network's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $447K in Q1 2024.
105 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.