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Global Assets Advisory’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Global Assets Advisory’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 		– Sell
-575
Closed -$56.6K – 377
2026
Q1 		$56.6K Buy
+575
New +$57.5K 0.02% 384

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 $59.8B AUM 29.42% 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

Global Assets Advisory's DWAS Position: Q2 2026 in Review

Global Assets Advisory sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2026, closing a stake of 575 shares — an estimated $56.6K sold.

Global Assets Advisory first reported a position in DWAS in Q1 2026 and held it in 1 quarter. The position peaked at $56.6K in Q1 2026. 105 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

  • Global Assets Advisory reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 575 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $56.6K.
  • Global Assets Advisory first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2026 and held it in 1 quarter.
  • Global Assets Advisory's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $56.6K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.