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

Institute for 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	$38.2K	Buy	+300	New	+$34.1K	﹤0.01%	948
2020 Q1	–	Sell	-1,875	Closed	-$107K	–	442
2019 Q4	$107K	Buy	+1,875	New	+$99K	0.02%	472

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

Institute for Wealth Management's DWAS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2026: 300 shares worth $38.2K. The stake represents ﹤0.01% of the portfolio and ranks #948 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DWAS as recently as Q4 2019.

Institute for Wealth Management first reported a position in DWAS in Q4 2019 and has held it in 2 quarters since. The position peaked at $107K in Q4 2019. 104 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

Institute for Wealth Management held 300 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $38.2K as of Q2 2026.
Invesco Dorsey Wright SmallCap Momentum ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #948 holding.
Institute for Wealth Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2019 and has held it in 2 quarters since.
Institute for Wealth Management's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $107K in Q4 2019.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.