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Soltis Investment Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Soltis Investment Advisors’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 		$223K Hold
2,263
– – 0.01% 522
2025
Q4 		$219K Buy
+2,263
New +$215K 0.01% 483

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

Soltis Investment Advisors's DWAS Position: Q1 2026 in Review

Soltis Investment Advisors held its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) position steady in Q1 2026 at 2,263 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #522.

Soltis Investment Advisors first reported a position in DWAS in Q4 2025 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold DWAS as of Q1 2026.

  • Soltis Investment Advisors held 2,263 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $223K as of Q1 2026.
  • Soltis Investment Advisors left its Invesco Dorsey Wright SmallCap Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up 0.01% of Soltis Investment Advisors's portfolio in Q1 2026, its #522 holding.
  • Soltis Investment Advisors first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.