Founders Financial Alliance’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Founders Financial Alliance’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	$135K	Hold	1,064	–	–	0.02%	473
2026 Q1	$105K	Buy	+1,064	New	+$106K	0.02%	450
2025 Q4	–	Sell	-1,064	Closed	-$98K	–	628
2025 Q3	$98K	Buy	+1,064	New	+$93K	0.02%	438
2025 Q1	–	Sell	-1,063	Closed	-$97K	–	621
2024 Q4	$97K	Buy	1,063 +1	+0.1%	+$96	0.03%	328
2024 Q3	$98.6K	Buy	1,062 +6	+0.6%	+$536	0.03%	336
2024 Q2	$89.8K	Hold	1,056	–	–	0.03%	330
2024 Q1	$96K	Hold	1,056	–	–	0.03%	326
2023 Q4	$88.5K	Hold	1,056	–	–	0.03%	303
2023 Q3	$79.3K	Hold	1,056	–	–	0.03%	288
2023 Q2	$83.1K	Hold	1,056	–	–	0.03%	307
2023 Q1	$76.5K	Sell	1,056 -121	-10%	-$9.11K	0.04%	272
2022 Q4	$85.7K	Hold	1,177	–	–	0.04%	278
2022 Q3	$81K	Hold	1,177	–	–	0.04%	272
2022 Q2	$80K	Buy	1,177 +1	+0.1%	+$78	0.04%	282
2022 Q1	$100K	Hold	1,176	–	–	0.04%	261
2021 Q4	$106K	Hold	1,176	–	–	0.04%	291
2021 Q3	$104K	Hold	1,176	–	–	0.05%	275
2021 Q2	$106K	Buy	1,176 +111	+10%	+$9.53K	0.05%	287
2021 Q1	$89K	Buy	1,065 +9	+0.9%	+$773	0.04%	284
2020 Q4	$80K	Hold	1,056	–	–	0.05%	260
2020 Q3	$69K	Buy	+1,056	New	+$61.1K	0.04%	323

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

Founders Financial Alliance's DWAS Position: Q2 2026 in Review

Founders Financial Alliance held its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) position steady in Q2 2026 at 1,064 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #473.

Founders Financial Alliance first reported a position in DWAS in Q3 2020 and has held it in 21 quarters since. 105 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

Founders Financial Alliance held 1,064 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $135K as of Q2 2026.
Founders Financial Alliance left its Invesco Dorsey Wright SmallCap Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright SmallCap Momentum ETF made up 0.02% of Founders Financial Alliance's portfolio in Q2 2026, its #473 holding.
Founders Financial Alliance first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2020 and has held it in 21 quarters since.
105 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.