Jones Financial Companies’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Jones Financial Companies’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	$146K	Buy	1,178 +190	+19%	+$21.6K	﹤0.01%	2703
2026 Q1	$94.7K	Sell	988 -13	-1%	-$1.3K	﹤0.01%	2695
2025 Q4	$96.9K	Buy	1,001 +5	+0.5%	+$475	﹤0.01%	2228
2025 Q3	$91.5K	Buy	996 +520	+109%	+$45.5K	﹤0.01%	2118
2025 Q2	$40.4K	Buy	476 +117	+33%	+$9.26K	﹤0.01%	2312
2025 Q1	$27.9K	Sell	359 -77	-18%	-$6.71K	﹤0.01%	2298
2024 Q4	$39.8K	Buy	+436	New	+$41.8K	﹤0.01%	1964

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

Jones Financial Companies's DWAS Position: Q2 2026 in Review

Jones Financial Companies increased its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 19% in Q2 2026, buying an estimated $21.6K and bringing the position to 1,178 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

Jones Financial Companies first reported a position in DWAS in Q4 2024 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

Jones Financial Companies held 1,178 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $146K as of Q2 2026.
Jones Financial Companies bought 190 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $21.6K.
Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2703 holding.
Jones Financial Companies first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
104 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.