Hemington Wealth Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Hemington Wealth 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
2025 Q3	$84K	Hold	912	–	–	0.01%	270
2025 Q2	$77K	Hold	912	–	–	0.01%	256
2025 Q1	$71K	Hold	912	–	–	0.01%	259
2024 Q4	$83K	Buy	912 +234	+35%	+$22.5K	0.02%	221
2024 Q3	$61K	Buy	+678	New	+$60.5K	0.02%	256

Other funds holding DWAS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hemington Wealth Management's DWAS Position: Q3 2025 in Review

Hemington Wealth Management held its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) position steady in Q3 2025 at 912 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #270.

Hemington Wealth Management first reported a position in DWAS in Q3 2024 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold DWAS as of Q3 2025.

Hemington Wealth Management held 912 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $84K as of Q3 2025.
Hemington Wealth Management left its Invesco Dorsey Wright SmallCap Momentum ETF share count unchanged in Q3 2025.
Invesco Dorsey Wright SmallCap Momentum ETF made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #270 holding.
Hemington Wealth Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2024 and has held it in 5 quarters since.
97 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.