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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

Other funds holding DWAS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Spire Wealth Management increased its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 5.2% in Q2 2026, buying an estimated $11.4K and bringing the position to 2,010 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #716.

Spire Wealth Management first reported a position in DWAS in Q1 2021 and has held it in 22 quarters since. 105 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

  • Spire Wealth Management held 2,010 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $256K as of Q2 2026.
  • Spire Wealth Management bought 100 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $11.4K.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #716 holding.
  • Spire Wealth Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2021 and has held it in 22 quarters since.
  • 105 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.