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

Nations 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
2026 Q2	$291K	Sell	2,287 -40	-2%	-$4.54K	0.01%	649
2026 Q1	$229K	Hold	2,327	–	–	0.01%	703
2025 Q4	$225K	Hold	2,327	–	–	0.01%	685
2025 Q3	$214K	Sell	2,327 -160	-6%	-$14K	0.01%	663
2025 Q2	$211K	Sell	2,487 -330	-12%	-$26.1K	0.01%	637
2025 Q1	$220K	Buy	2,817 +292	+12%	+$25.5K	0.02%	591
2024 Q4	$231K	Sell	2,525 -49	-2%	-$4.7K	0.02%	613
2024 Q3	$239K	Hold	2,574	–	–	0.02%	610
2024 Q2	$219K	Buy	+2,574	New	+$222K	0.02%	593
2023 Q2	–	Sell	-2,858	Closed	-$211K	–	623
2023 Q1	$211K	Buy	2,858 +77	+3%	+$5.8K	0.02%	565
2022 Q4	$202K	Buy	+2,781	New	+$206K	0.02%	562
2021 Q4	–	Sell	-63,535	Closed	-$5.58M	–	480
2021 Q3	$5.58M	Buy	+63,535	New	+$5.46M	0.85%	21

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

Nations Financial Group's DWAS Position: Q2 2026 in Review

Nations Financial Group reduced its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 1.7% in Q2 2026, selling an estimated $4.54K and leaving 2,287 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #649.

Nations Financial Group first reported a position in DWAS in Q3 2021 and has held it in 12 quarters since. The position peaked at $5.58M in Q3 2021. 105 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

Nations Financial Group held 2,287 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $291K as of Q2 2026.
Nations Financial Group sold 40 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $4.54K.
Invesco Dorsey Wright SmallCap Momentum ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #649 holding.
Nations Financial Group first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2021 and has held it in 12 quarters since.
Nations Financial Group's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $5.58M in Q3 2021.
105 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.