Key Financial Inc’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Key Financial Inc’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 Q1	$10.6K	Hold	108	–	–	﹤0.01%	872
2025 Q4	$10.5K	Hold	108	–	–	﹤0.01%	879
2025 Q3	$9.99K	Hold	108	–	–	﹤0.01%	880
2025 Q2	$9.16K	Hold	108	–	–	﹤0.01%	877
2025 Q1	$8.42K	Hold	108	–	–	﹤0.01%	866
2024 Q4	$9.86K	Hold	108	–	–	﹤0.01%	811
2024 Q3	$10K	Sell	108 -44	-29%	-$3.93K	﹤0.01%	800
2024 Q2	$12.9K	Hold	152	–	–	﹤0.01%	716
2024 Q1	$13.8K	Hold	152	–	–	﹤0.01%	681
2023 Q4	$12.7K	Hold	152	–	–	﹤0.01%	679
2023 Q3	$11.4K	Hold	152	–	–	﹤0.01%	679
2023 Q2	$12K	Hold	152	–	–	﹤0.01%	677
2023 Q1	$11.2K	Hold	152	–	–	﹤0.01%	651
2022 Q4	$10.4K	Hold	152	–	–	﹤0.01%	622
2022 Q3	$10K	Hold	152	–	–	﹤0.01%	626
2022 Q2	$10K	Hold	152	–	–	0.01%	623
2022 Q1	$13K	Hold	152	–	–	0.01%	564
2021 Q4	$14K	Buy	+152	New	+$14K	0.01%	535

Other funds holding DWAS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Key Financial Inc's DWAS Position: Q1 2026 in Review

Key Financial Inc held its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) position steady in Q1 2026 at 108 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Key Financial Inc first reported a position in DWAS in Q4 2021 and has held it in 18 quarters since. The position peaked at $14K in Q4 2021. 102 funds tracked by Wall St. Rank hold DWAS as of Q1 2026.

Key Financial Inc held 108 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $10.6K as of Q1 2026.
Key Financial Inc left its Invesco Dorsey Wright SmallCap Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #872 holding.
Key Financial Inc first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2021 and has held it in 18 quarters since.
Key Financial Inc's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $14K in Q4 2021.
102 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.