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

Partners 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 Q2	$936K	Buy	7,349 +151	+2%	+$17.1K	0.92%	32
2026 Q1	$709K	Buy	7,198 +609	+9%	+$60.9K	0.73%	40
2025 Q4	$638K	Buy	6,589 +391	+6%	+$37.2K	0.67%	42
2025 Q3	$571K	Buy	6,198 +750	+14%	+$65.6K	0.56%	48
2025 Q2	$423K	Sell	5,448 -250	-4%	-$19.8K	0.48%	56
2025 Q1	$444K	Buy	5,698 +160	+3%	+$13.9K	0.5%	56
2024 Q4	$506K	Buy	+5,538	New	+$532K	0.58%	52

Other funds holding DWAS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Partners Wealth Management's DWAS Position: Q2 2026 in Review

Partners Wealth Management increased its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 2.1% in Q2 2026, buying an estimated $17.1K and bringing the position to 7,349 shares worth $936K. The position accounts for 0.92% of the portfolio, ranked #32.

Partners Wealth Management first reported a position in DWAS in Q4 2024 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

Partners Wealth Management held 7,349 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $936K as of Q2 2026.
Partners Wealth Management bought 151 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $17.1K.
Invesco Dorsey Wright SmallCap Momentum ETF made up 0.92% of Partners Wealth Management's portfolio in Q2 2026, its #32 holding.
Partners Wealth Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
20 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.