John Overdeck’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

John Overdeck’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	$1.21M	Buy	+9,500	New	+$1.08M	﹤0.01%	3460
2025 Q3	–	Sell	-9,500	Closed	-$806K	–	3706
2025 Q2	$806K	Buy	+9,500	New	+$752K	﹤0.01%	2363
2024 Q1	–	Sell	-6,400	Closed	-$536K	–	3095
2023 Q4	$536K	Buy	+6,400	New	+$482K	﹤0.01%	2422
2023 Q3	–	Sell	-12,700	Closed	-$1,000K	–	3012
2023 Q2	$1,000K	Buy	+12,700	New	+$945K	﹤0.01%	1941

Other funds holding DWAS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

John Overdeck's DWAS Position: Q2 2026 in Review

John Overdeck opened a new position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2026: 9,500 shares worth $1.21M. The stake represents ﹤0.01% of the portfolio and ranks #3460 among its holdings. This is a return to the name: John Overdeck previously reported a position in DWAS as recently as Q2 2025.

John Overdeck first reported a position in DWAS in Q2 2023 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

John Overdeck held 9,500 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $1.21M as of Q2 2026.
Invesco Dorsey Wright SmallCap Momentum ETF was a new John Overdeck position in Q2 2026.
Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3460 holding.
John Overdeck first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2023 and has held it in 4 quarters since.
105 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.