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Ross\Johnson & Associates’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Ross\Johnson & Associates’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
2025
Q2 		– Sell
-150
Closed -$11.7K – 245
2025
Q1 		$11.7K Buy
+150
New +$13.1K 0.2% 48

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ross\Johnson & Associates's DWAS Position: Q2 2025 in Review

Ross\Johnson & Associates sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2025, closing a stake of 150 shares — an estimated $11.7K sold.

Ross\Johnson & Associates first reported a position in DWAS in Q1 2025 and held it in 1 quarter. The position peaked at $11.7K in Q1 2025. 94 funds tracked by Wall St. Rank hold DWAS as of Q2 2025.

  • Ross\Johnson & Associates reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Ross\Johnson & Associates sold 150 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2025, an estimated $11.7K.
  • Ross\Johnson & Associates first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2025 and held it in 1 quarter.
  • Ross\Johnson & Associates's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $11.7K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2025.

Based on Ross\Johnson & Associates's 13F filing for Q2 2025, filed 15 Aug 2025.