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

IHT 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
2026
Q2 		$209K Buy
+1,643
New +$186K ﹤0.01% 1169
2025
Q4 		– Sell
-5,000
Closed -$461K – 1205
2025
Q3 		$461K Buy
5,000
+320
+7% +$28K 0.01% 768
2025
Q2 		$397K Sell
4,680
-9,072
-66% -$718K 0.01% 782
2025
Q1 		$1.07M Buy
13,752
+1,445
+12% +$126K 0.03% 452
2024
Q4 		$1.12M Sell
12,307
-3,708
-23% -$356K 0.04% 419
2024
Q3 		$1.49M Buy
16,015
+3,226
+25% +$288K 0.04% 390
2024
Q2 		$1.09M Sell
12,789
-3,696
-22% -$319K 0.04% 409
2024
Q1 		$1.5M Sell
16,485
-16,431
-50% -$1.42M 0.06% 323
2023
Q4 		$2.76M Buy
32,916
+16,585
+102% +$1.25M 0.12% 165
2023
Q3 		$1.23M Buy
16,331
+215
+1% +$16.9K 0.06% 304
2023
Q2 		$1.27M Sell
16,116
-1,502
-9% -$112K 0.07% 281
2023
Q1 		$1.3M Sell
17,618
-289
-2% -$21.8K 0.07% 252
2022
Q4 		$1.3M Buy
17,907
+405
+2% +$30K 0.08% 246
2022
Q3 		$1.2M Buy
17,502
+306
+2% +$22.5K 0.09% 243
2022
Q2 		$1.17M Buy
17,196
+10,087
+142% +$790K 0.1% 208
2022
Q1 		$602K Buy
+7,109
New +$587K 0.05% 372

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

IHT Wealth Management's DWAS Position: Q2 2026 in Review

IHT Wealth Management opened a new position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2026: 1,643 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1169 among its holdings. This is a return to the name: IHT Wealth Management previously reported a position in DWAS as recently as Q3 2025.

IHT Wealth Management first reported a position in DWAS in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.76M in Q4 2023. 105 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

  • IHT Wealth Management held 1,643 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $209K as of Q2 2026.
  • Invesco Dorsey Wright SmallCap Momentum ETF was a new IHT Wealth Management position in Q2 2026.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1169 holding.
  • IHT Wealth Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2022 and has held it in 16 quarters since.
  • IHT Wealth Management's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $2.76M in Q4 2023.
  • 105 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.