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IFP Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

IFP Advisors’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 		$270K Buy
2,118
+232
+12% +$26.3K ﹤0.01% 1344
2026
Q1 		$186K Sell
1,886
-1,034
-35% -$103K ﹤0.01% 1432
2025
Q4 		$283K Sell
2,920
-576
-16% -$54.8K 0.01% 1197
2025
Q3 		$322K Buy
3,496
+60
+2% +$5.25K 0.01% 1059
2025
Q2 		$292K Buy
3,436
+767
+29% +$60.7K 0.01% 1075
2025
Q1 		$208K Buy
2,669
+504
+23% +$43.9K 0.01% 1155
2024
Q4 		$198K Buy
2,165
+1,103
+104% +$106K 0.01% 1129
2024
Q3 		$98.6K Buy
1,062
+340
+47% +$30.4K ﹤0.01% 1411
2024
Q2 		$61.4K Buy
722
+677
+1,504% +$58.5K ﹤0.01% 1581
2024
Q1 		$4.09K Buy
+45
New +$3.88K ﹤0.01% 2516
2023
Q1 		– Sell
-2,621
Closed -$142K – 3646
2022
Q4 		$142K Buy
2,621
+969
+59% +$71.9K ﹤0.01% 1538
2022
Q3 		$89K Buy
+1,652
New +$121K ﹤0.01% 1938
2020
Q4 		– Sell
-13
Closed -$885 – 2983
2020
Q3 		$1K Sell
13
-3,966
-100% -$229K ﹤0.01% 2621
2020
Q2 		$205K Buy
+3,979
New +$190K 0.02% 658
2019
Q4 		– Sell
-52
Closed -$2.75K – 2900
2019
Q3 		$3K Buy
+52
New +$2.78K ﹤0.01% 2523
2019
Q1 		$4K Sell
72
-216
-75% -$10.5K ﹤0.01% 1921
2018
Q4 		$12K Sell
288
-3,475
-92% -$169K ﹤0.01% 2399
2018
Q3 		$216K Buy
3,763
+662
+21% +$37.6K 0.01% 1034
2018
Q2 		$168K Buy
3,101
+2,850
+1,135% +$149K 0.01% 1165
2018
Q1 		$12K Hold
251
– – ﹤0.01% 2667
2017
Q4 		$12K Sell
251
-60
-19% -$2.87K ﹤0.01% 2704
2017
Q3 		$15K Hold
311
– – ﹤0.01% 2784
2017
Q2 		$13K Hold
311
– – ﹤0.01% 2843
2017
Q1 		$13K Sell
311
-78
-20% -$3.17K ﹤0.01% 2765
2016
Q4 		$16K Buy
389
+139
+56% +$5.37K ﹤0.01% 2603
2016
Q3 		$10K Hold
250
– – ﹤0.01% 2826
2016
Q2 		$9K Buy
250
+178
+247% +$6.19K ﹤0.01% 2789
2016
Q1 		$4K Sell
72
-28
-28% -$924 ﹤0.01% 1920
2015
Q4 		$4K Buy
+100
New +$3.86K ﹤0.01% 3062

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

IFP Advisors's DWAS Position: Q2 2026 in Review

IFP Advisors increased its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 12% in Q2 2026, buying an estimated $26.3K and bringing the position to 2,118 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

IFP Advisors first reported a position in DWAS in Q4 2015 and has held it in 29 quarters since. The position peaked at $322K in Q3 2025. 104 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

  • IFP Advisors held 2,118 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $270K as of Q2 2026.
  • IFP Advisors bought 232 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $26.3K.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1344 holding.
  • IFP Advisors first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2015 and has held it in 29 quarters since.
  • IFP Advisors's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $322K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.