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

Simplicity Wealth’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
Q1 		– Sell
-2,463
Closed -$225K – 572
2024
Q4 		$225K Buy
+2,463
New +$236K 0.05% 288

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $276M AUM 6.05% 1-Year Est. Return

Simplicity Wealth's DWAS Position: Q1 2025 in Review

Simplicity Wealth sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2025, closing a stake of 2,463 shares — an estimated $225K sold.

Simplicity Wealth first reported a position in DWAS in Q4 2024 and held it in 1 quarter. The position peaked at $225K in Q4 2024. 93 funds tracked by Wall St. Rank hold DWAS as of Q1 2025.

  • Simplicity Wealth reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Simplicity Wealth sold 2,463 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2025, an estimated $225K.
  • Simplicity Wealth first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2024 and held it in 1 quarter.
  • Simplicity Wealth's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $225K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2025.

Based on Simplicity Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.