FWL Investment Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

FWL Investment Management’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	$42.3K	Hold	332	–	–	0.01%	215
2026 Q1	$32.7K	Hold	332	–	–	0.01%	196
2025 Q4	$32.2K	Hold	332	–	–	0.01%	195
2025 Q3	$30.6K	Hold	332	–	–	0.01%	178
2025 Q2	$28.2K	Hold	332	–	–	0.01%	183
2025 Q1	$25.9K	Sell	332 -72	-18%	-$6.28K	0.01%	177
2024 Q4	$36.9K	Hold	404	–	–	0.01%	163
2024 Q3	$37.6K	Buy	+404	New	+$36.1K	0.01%	142

Other funds holding DWAS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

FWL Investment Management's DWAS Position: Q2 2026 in Review

FWL Investment Management held its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) position steady in Q2 2026 at 332 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #215.

FWL Investment Management first reported a position in DWAS in Q3 2024 and has held it in 8 quarters since. 104 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

FWL Investment Management held 332 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $42.3K as of Q2 2026.
FWL Investment Management 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 FWL Investment Management's portfolio in Q2 2026, its #215 holding.
FWL Investment Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 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 FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.