Great Valley Advisor Group’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Great Valley Advisor Group’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	$421K	Buy	3,305 +71	+2%	+$8.06K	0.01%	767
2026 Q1	$318K	Sell	3,234 -40	-1%	-$4K	0.01%	805
2025 Q4	$317K	Buy	3,274 +163	+5%	+$15.5K	0.01%	762
2025 Q3	$287K	Sell	3,111 -5	-0.2%	-$437	0.01%	777
2025 Q2	$264K	Buy	3,116 +374	+14%	+$29.6K	0.01%	778
2025 Q1	$214K	Buy	2,742 +358	+15%	+$31.2K	﹤0.01%	818
2024 Q4	$218K	Buy	+2,384	New	+$229K	﹤0.01%	794
2022 Q2	–	Sell	-2,536	Closed	-$215K	–	685
2022 Q1	$215K	Buy	+2,536	New	+$209K	0.01%	552

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

Great Valley Advisor Group's DWAS Position: Q2 2026 in Review

Great Valley Advisor Group increased its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 2.2% in Q2 2026, buying an estimated $8.06K and bringing the position to 3,305 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #767.

Great Valley Advisor Group first reported a position in DWAS in Q1 2022 and has held it in 8 quarters since. 104 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

Great Valley Advisor Group held 3,305 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $421K as of Q2 2026.
Great Valley Advisor Group bought 71 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $8.06K.
Invesco Dorsey Wright SmallCap Momentum ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #767 holding.
Great Valley Advisor Group first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2022 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 Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.