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Legacy Wealth Management (Idaho)’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Legacy Wealth Management (Idaho)’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
2025
Q2 		– Sell
-190
Closed -$14.8K – 783
2025
Q1 		$14.8K Buy
+190
New +$16.6K 0.01% 278

Other funds holding DWAS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DWAS Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2025, closing a stake of 190 shares — an estimated $14.8K sold.

Legacy Wealth Management (Idaho) first reported a position in DWAS in Q1 2025 and held it in 1 quarter. The position peaked at $14.8K in Q1 2025. 94 funds tracked by Wall St. Rank hold DWAS as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 190 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2025, an estimated $14.8K.
  • Legacy Wealth Management (Idaho) first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $14.8K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.