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

SFG 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 		$680K Buy
+5,338
New +$606K 0.24% 63

Other funds holding DWAS

Wealth Enhancement Advisory Services
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
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
DC
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

SFG Wealth Management opened a new position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2026: 5,338 shares worth $680K. The stake represents 0.24% of the portfolio and ranks #63 among its holdings.

20 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

  • SFG Wealth Management held 5,338 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $680K as of Q2 2026.
  • Invesco Dorsey Wright SmallCap Momentum ETF was a new SFG Wealth Management position in Q2 2026.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up 0.24% of SFG Wealth Management's portfolio in Q2 2026, its #63 holding.
  • 20 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.