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MTM Financial Group’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

MTM Financial Group’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
2024
Q4 		– Sell
-3,090
Closed -$287K – 75
2024
Q3 		$287K Sell
3,090
-10,411
-77% -$929K 0.18% 62
2024
Q2 		$1.15M Buy
13,501
+3,705
+38% +$320K 0.73% 34
2024
Q1 		$891K Buy
+9,796
New +$844K 0.59% 34

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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MTM Financial Group's DWAS Position: Q4 2024 in Review

MTM Financial Group sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q4 2024, closing a stake of 3,090 shares — an estimated $287K sold.

MTM Financial Group first reported a position in DWAS in Q1 2024 and held it in 3 quarters. The position peaked at $1.15M in Q2 2024. 106 funds tracked by Wall St. Rank hold DWAS as of Q4 2024.

  • MTM Financial Group reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • MTM Financial Group sold 3,090 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q4 2024, an estimated $287K.
  • MTM Financial Group first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2024 and held it in 3 quarters.
  • MTM Financial Group's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $1.15M in Q2 2024.
  • 106 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q4 2024.

Based on MTM Financial Group's 13F filing for Q4 2024, filed 23 Jun 2026.