Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Northwestern Mutual Wealth 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 		$1.39M Sell
14,140
-471
-3% -$47.1K ﹤0.01% 1227
2025
Q4 		$1.41M Sell
14,611
-197
-1% -$18.7K ﹤0.01% 1171
2025
Q3 		$1.36M Sell
14,808
-25,403
-63% -$2.22M ﹤0.01% 1127
2025
Q2 		$3.41M Buy
40,211
+3,777
+10% +$299K ﹤0.01% 795
2025
Q1 		$2.84M Sell
36,434
-49,479
-58% -$4.31M ﹤0.01% 816
2024
Q4 		$7.84M Buy
85,913
+5,602
+7% +$538K 0.01% 513
2024
Q3 		$7.46M Buy
80,311
+50,648
+171% +$4.52M 0.01% 518
2024
Q2 		$2.52M Buy
29,663
+2,463
+9% +$213K ﹤0.01% 736
2024
Q1 		$2.47M Buy
27,200
+1,758
+7% +$151K ﹤0.01% 731
2023
Q4 		$2.13M Buy
25,442
+5,988
+31% +$451K ﹤0.01% 747
2023
Q3 		$1.46M Buy
19,454
+13,400
+221% +$1.06M ﹤0.01% 816
2023
Q2 		$477K Sell
6,054
-30
-0.5% -$2.23K ﹤0.01% 1175
2023
Q1 		$448K Buy
6,084
+948
+18% +$71.4K ﹤0.01% 1167
2022
Q4 		$374K Sell
5,136
-4,783
-48% -$355K ﹤0.01% 1205
2022
Q3 		$679K Buy
9,919
+4,773
+93% +$351K ﹤0.01% 943
2022
Q2 		$349K Buy
5,146
+4,340
+538% +$340K ﹤0.01% 1190
2022
Q1 		$68K Buy
806
+73
+10% +$6.02K ﹤0.01% 1854
2021
Q4 		$66K Buy
733
+84
+13% +$7.71K ﹤0.01% 1877
2021
Q3 		$57K Buy
649
+29
+5% +$2.49K ﹤0.01% 1849
2021
Q2 		$56K Buy
620
+450
+265% +$38.6K ﹤0.01% 1812
2021
Q1 		$14K Hold
170
– – ﹤0.01% 2179
2020
Q4 		$13K Hold
170
– – ﹤0.01% 2106
2020
Q3 		$10K Hold
170
– – ﹤0.01% 1984
2020
Q2 		$9K Sell
170
-924
-84% -$44.2K ﹤0.01% 1928
2020
Q1 		$45K Buy
+1,094
New +$57K ﹤0.01% 1424
2019
Q1 		– Sell
-874
Closed -$38K – 2566
2018
Q4 		$38K Buy
+874
New +$42.5K ﹤0.01% 1352
2018
Q1 		– Sell
-221
Closed -$11K – 2231
2017
Q4 		$11K Buy
+221
New +$10.6K ﹤0.01% 1716
2017
Q2 		– Sell
-410
Closed -$17K – 2040
2017
Q1 		$17K Buy
+410
New +$16.7K ﹤0.01% 1387
2016
Q2 		– Sell
-85
Closed -$3K – 2095
2016
Q1 		$3K Buy
+85
New +$2.81K ﹤0.01% 1791

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 $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management's DWAS Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 3.2% in Q1 2026, selling an estimated $47.1K and leaving 14,140 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Northwestern Mutual Wealth Management first reported a position in DWAS in Q1 2016 and has held it in 29 quarters since. The position peaked at $7.84M in Q4 2024. 102 funds tracked by Wall St. Rank hold DWAS as of Q1 2026.

  • Northwestern Mutual Wealth Management held 14,140 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $1.39M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 471 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2026, an estimated $47.1K.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1227 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2016 and has held it in 29 quarters since.
  • Northwestern Mutual Wealth Management's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $7.84M in Q4 2024.
  • 102 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.