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NewEdge Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

NewEdge Advisors’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 		$526K Sell
4,131
-231
-5% -$26.2K ﹤0.01% 2105
2026
Q1 		$430K Sell
4,362
-189
-4% -$18.9K ﹤0.01% 2105
2025
Q4 		$440K Buy
4,551
+1,239
+37% +$118K ﹤0.01% 2064
2025
Q3 		$305K Sell
3,312
-78
-2% -$6.82K ﹤0.01% 2169
2025
Q2 		$288K Sell
3,390
-735
-18% -$58.2K ﹤0.01% 2042
2025
Q1 		$322K Sell
4,125
-237
-5% -$20.7K ﹤0.01% 1851
2024
Q4 		$398K Buy
4,362
+3,896
+836% +$374K ﹤0.01% 1695
2024
Q3 		$43.3K Buy
466
+16
+4% +$1.43K ﹤0.01% 2484
2024
Q2 		$38.3K Hold
450
– – ﹤0.01% 2430
2024
Q1 		$40.9K Hold
450
– – ﹤0.01% 2381
2023
Q4 		$37.7K Hold
450
– – ﹤0.01% 2318
2023
Q3 		$33.8K Sell
450
-33
-7% -$2.6K ﹤0.01% 2219
2023
Q2 		$38K Hold
483
– – ﹤0.01% 2173
2023
Q1 		$35.6K Sell
483
-272
-36% -$20.5K ﹤0.01% 2136
2022
Q4 		$19.8K Buy
+755
New +$56K ﹤0.01% 2125
2019
Q3 		– Sell
-4,122
Closed -$222K – 823
2019
Q2 		$222K Sell
4,122
-804
-16% -$41.3K 0.01% 597
2019
Q1 		$249K Buy
+4,926
New +$240K 0.02% 573
2018
Q4 		– Sell
-3,815
Closed -$219K – 646
2018
Q3 		$219K Buy
+3,815
New +$216K 0.02% 590

Other funds holding DWAS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

NewEdge Advisors's DWAS Position: Q2 2026 in Review

NewEdge Advisors reduced its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 5.3% in Q2 2026, selling an estimated $26.2K and leaving 4,131 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

NewEdge Advisors first reported a position in DWAS in Q3 2018 and has held it in 18 quarters since. 105 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

  • NewEdge Advisors held 4,131 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $526K as of Q2 2026.
  • NewEdge Advisors sold 231 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $26.2K.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2105 holding.
  • NewEdge Advisors first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2018 and has held it in 18 quarters since.
  • 105 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.