KMG Fiduciary Partners’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

KMG Fiduciary Partners’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	–	Sell	-8,961	Closed	-$882K	–	222
2026 Q1	$882K	Sell	8,961 -18,338	-67%	-$1.84M	0.07%	175
2025 Q4	$2.64M	Buy	27,299 +119	+0.4%	+$11.3K	0.19%	107
2025 Q3	$2.51M	Buy	27,180 +530	+2%	+$46.3K	0.17%	122
2025 Q2	$2.26M	Buy	26,650 +3,103	+13%	+$246K	0.17%	124
2025 Q1	$1.84M	Buy	23,547 +2,836	+14%	+$247K	0.15%	140
2024 Q4	$1.89M	Buy	20,711 +1,601	+8%	+$154K	0.16%	129
2024 Q3	$1.77M	Buy	19,110 +15,341	+407%	+$1.37M	0.15%	132
2024 Q2	$321K	Buy	+3,769	New	+$326K	0.03%	206

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

KMG Fiduciary Partners's DWAS Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2026, closing a stake of 8,961 shares — an estimated $882K sold.

KMG Fiduciary Partners first reported a position in DWAS in Q2 2024 and held it in 8 quarters. The position peaked at $2.64M in Q4 2025. 105 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

KMG Fiduciary Partners reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
KMG Fiduciary Partners sold 8,961 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $882K.
KMG Fiduciary Partners first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2024 and held it in 8 quarters.
KMG Fiduciary Partners's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $2.64M in Q4 2025.
105 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.