Focus Partners Wealth
DWAS icon

Focus Partners Wealth’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Focus Partners Wealth’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 		$440K Hold
3,452
– – ﹤0.01% 2034
2026
Q1 		$340K Sell
3,452
-64
-2% -$6.41K ﹤0.01% 2122
2025
Q4 		$340K Buy
+3,516
New +$334K ﹤0.01% 2160
2025
Q3 		– Sell
-3,516
Closed -$298K – 2234
2025
Q2 		$298K Buy
3,516
+1
+0% +$79 ﹤0.01% 1683
2025
Q1 		$274K Sell
3,515
-155
-4% -$13.5K ﹤0.01% 1618
2024
Q4 		$335K Buy
3,670
+248
+7% +$23.8K ﹤0.01% 1504
2024
Q3 		$318K Buy
3,422
+19
+0.6% +$1.7K ﹤0.01% 1304
2024
Q2 		$289K Buy
+3,403
New +$294K ﹤0.01% 1077

Other funds holding DWAS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Focus Partners Wealth's DWAS Position: Q2 2026 in Review

Focus Partners Wealth held its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) position steady in Q2 2026 at 3,452 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

Focus Partners Wealth first reported a position in DWAS in Q2 2024 and has held it in 8 quarters since. 104 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

  • Focus Partners Wealth held 3,452 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $440K as of Q2 2026.
  • Focus Partners Wealth left its Invesco Dorsey Wright SmallCap Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2034 holding.
  • Focus Partners Wealth first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2024 and has held it in 8 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.