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

Newbridge Financial Services 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	$54.7K	Hold	430	–	–	0.01%	467
2026 Q1	$42.3K	Hold	430	–	–	0.01%	463
2025 Q4	$41.6K	Hold	430	–	–	0.01%	470
2025 Q3	$39.6K	Hold	430	–	–	0.01%	565
2025 Q2	$36.5K	Hold	430	–	–	0.01%	570
2025 Q1	$33.5K	Hold	430	–	–	0.01%	450
2024 Q4	$39.3K	Hold	430	–	–	0.01%	464
2024 Q3	$39.9K	Hold	430	–	–	0.01%	274
2024 Q2	$36.6K	Hold	430	–	–	0.01%	439
2024 Q1	$39.1K	Hold	430	–	–	0.02%	443
2023 Q4	$36K	Hold	430	–	–	0.02%	465
2023 Q3	$32.3K	Hold	430	–	–	0.02%	531
2023 Q2	$33.9K	Hold	430	–	–	0.02%	555
2023 Q1	$31.7K	Hold	430	–	–	0.02%	577
2022 Q4	$31.3K	Hold	430	–	–	0.02%	579
2022 Q3	$29K	Hold	430	–	–	0.02%	589
2022 Q2	$29K	Hold	430	–	–	0.02%	544
2022 Q1	$36K	Hold	430	–	–	0.02%	558
2021 Q4	$39K	Hold	430	–	–	0.02%	532
2021 Q3	$38K	Hold	430	–	–	0.02%	483
2021 Q2	$39K	Hold	430	–	–	0.02%	521
2021 Q1	$37K	Hold	430	–	–	0.03%	477
2020 Q4	$32K	Hold	430	–	–	0.03%	431
2020 Q3	$26K	Buy	+430	New	+$24.9K	0.03%	434

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

Newbridge Financial Services Group's DWAS Position: Q2 2026 in Review

Newbridge Financial Services Group held its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) position steady in Q2 2026 at 430 shares worth $54.7K. The position accounts for 0.01% of the portfolio, ranked #467.

Newbridge Financial Services Group first reported a position in DWAS in Q3 2020 and has held it in 24 quarters since. 105 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

Newbridge Financial Services Group held 430 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $54.7K as of Q2 2026.
Newbridge Financial Services Group left its Invesco Dorsey Wright SmallCap Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright SmallCap Momentum ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #467 holding.
Newbridge Financial Services Group first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2020 and has held it in 24 quarters since.
105 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.