MAI Capital Management
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MAI Capital Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

MAI Capital Management’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 		– Sell
-44
Closed -$4.26K – 5056
2025
Q4 		$4.26K Hold
44
– – ﹤0.01% 3170
2025
Q3 		$4.06K Buy
+44
New +$3.85K ﹤0.01% 3093

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LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MAI Capital Management's DWAS Position: Q1 2026 in Review

MAI Capital Management sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2026, closing a stake of 44 shares — an estimated $4.26K sold.

MAI Capital Management first reported a position in DWAS in Q3 2025 and held it in 2 quarters. The position peaked at $4.26K in Q4 2025. 102 funds tracked by Wall St. Rank hold DWAS as of Q1 2026.

  • MAI Capital Management reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • MAI Capital Management sold 44 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2026, an estimated $4.26K.
  • MAI Capital Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2025 and held it in 2 quarters.
  • MAI Capital Management's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $4.26K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.