Global Retirement Partners’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Global Retirement Partners’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	$4.71K	Buy	+37	New	+$4.2K	﹤0.01%	3711
2025 Q4	$3.58K	Hold	37	–	–	﹤0.01%	3549
2025 Q3	$3.41K	Hold	37	–	–	﹤0.01%	3121
2025 Q2	$3.14K	Buy	+37	New	+$2.93K	﹤0.01%	3076
2024 Q4	$3.38K	Hold	37	–	–	﹤0.01%	2871
2024 Q3	$3.44K	Buy	+37	New	+$3.3K	﹤0.01%	2730

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

Global Retirement Partners's DWAS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2026: 37 shares worth $4.71K. The stake represents ﹤0.01% of the portfolio and ranks #3711 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DWAS as recently as Q4 2025.

Global Retirement Partners first reported a position in DWAS in Q3 2024 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

Global Retirement Partners held 37 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $4.71K as of Q2 2026.
Invesco Dorsey Wright SmallCap Momentum ETF was a new Global Retirement Partners position in Q2 2026.
Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3711 holding.
Global Retirement Partners first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2024 and has held it in 6 quarters since.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.