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

Spire 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 		$256K Buy
2,010
+100
+5% +$11.4K 0.01% 716
2026
Q1 		$188K Hold
1,910
– – 0.01% 793
2025
Q4 		$185K Buy
1,910
+225
+13% +$21.4K 0.01% 813
2025
Q3 		$155K Sell
1,685
-100
-6% -$8.74K 0.01% 856
2025
Q2 		$151K Sell
1,785
-115
-6% -$9.1K 0.01% 837
2025
Q1 		$148K Hold
1,900
– – ﹤0.01% 905
2024
Q4 		$173K Hold
1,900
– – 0.01% 864
2024
Q3 		$176K Sell
1,900
-150
-7% -$13.4K 0.01% 766
2024
Q2 		$174K Hold
2,050
– – 0.01% 746
2024
Q1 		$186K Buy
2,050
+400
+24% +$34.5K ﹤0.01% 784
2023
Q4 		$134K Hold
1,650
– – ﹤0.01% 906
2023
Q3 		$124K Buy
1,650
+100
+6% +$7.88K ﹤0.01% 870
2023
Q2 		$122K Hold
1,550
– – ﹤0.01% 906
2023
Q1 		$114K Buy
1,550
+100
+7% +$7.53K ﹤0.01% 924
2022
Q4 		$106K Hold
1,450
– – 0.01% 722
2022
Q3 		$99K Sell
1,450
-436
-23% -$32K 0.01% 711
2022
Q2 		$128K Hold
1,886
– – 0.01% 936
2022
Q1 		$160K Hold
1,886
– – ﹤0.01% 978
2021
Q4 		$170K Sell
1,886
-50
-3% -$4.59K ﹤0.01% 1163
2021
Q3 		$170K Sell
1,936
-300
-13% -$25.8K ﹤0.01% 984
2021
Q2 		$201K Buy
2,236
+100
+5% +$8.59K 0.01% 944
2021
Q1 		$182K Buy
+2,136
New +$183K ﹤0.01% 1107

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DC
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FFN
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CA
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BCM
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RFA
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LI
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IRC
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