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Steward Partners Investment Advisory’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Steward Partners Investment Advisory’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 		$254K Hold
2,579
– – ﹤0.01% 1899
2025
Q4 		$250K Hold
2,579
– – ﹤0.01% 1811
2025
Q3 		$238K Hold
2,579
– – ﹤0.01% 1781
2025
Q2 		$219K Hold
2,579
– – ﹤0.01% 1723
2025
Q1 		$201K Sell
2,579
-1,800
-41% -$157K ﹤0.01% 1645
2024
Q4 		$400K Hold
4,379
– – ﹤0.01% 1268
2024
Q3 		$407K Hold
4,379
– – ﹤0.01% 1195
2024
Q2 		$372K Sell
4,379
-250
-5% -$21.6K ﹤0.01% 1187
2024
Q1 		$421K Sell
4,629
-250
-5% -$21.5K ﹤0.01% 1129
2023
Q4 		$409K Sell
4,879
-250
-5% -$18.8K 0.01% 1086
2023
Q3 		$385K Hold
5,129
– – 0.01% 1019
2023
Q2 		$404K Buy
5,129
+250
+5% +$18.6K 0.01% 1009
2023
Q1 		$359K Hold
4,879
– – 0.01% 1045
2022
Q4 		$355K Hold
4,879
– – 0.01% 1025
2022
Q3 		$334K Buy
4,879
+400
+9% +$29.4K 0.01% 995
2022
Q2 		$304K Hold
4,479
– – 0.01% 1029
2022
Q1 		$379K Sell
4,479
-119
-3% -$9.82K 0.01% 1024
2021
Q4 		$414K Buy
4,598
+850
+23% +$78K 0.01% 1008
2021
Q3 		$329K Hold
3,748
– – 0.01% 1068
2021
Q2 		$337K Buy
3,748
+130
+4% +$11.2K 0.01% 1125
2021
Q1 		$308K Buy
3,618
+589
+19% +$50.6K 0.01% 1081
2020
Q4 		$228K Hold
3,029
– – ﹤0.01% 1018
2020
Q3 		$180K Sell
3,029
-200
-6% -$11.6K ﹤0.01% 983
2020
Q2 		$173K Sell
3,229
-23,750
-88% -$1.14M ﹤0.01% 929
2020
Q1 		$1.1M Sell
26,979
-4,550
-14% -$237K 0.04% 367
2019
Q4 		$1.8M Sell
31,529
-900
-3% -$47.5K 0.05% 324
2019
Q3 		$1.62M Sell
32,429
-250
-0.8% -$13.4K 0.05% 310
2019
Q2 		$1.76M Sell
32,679
-1,925
-6% -$98.8K 0.06% 282
2019
Q1 		$1.75M Hold
34,604
– – 0.07% 258
2018
Q4 		$1.5M Sell
34,604
-1,621
-4% -$78.8K 0.07% 272
2018
Q3 		$2.08M Hold
36,225
– – 0.1% 218
2018
Q2 		$1.96M Sell
36,225
-100
-0.3% -$5.23K 0.12% 198
2018
Q1 		$1.8M Buy
36,325
+900
+3% +$45.3K 0.12% 183
2017
Q4 		$1.73M Buy
+35,425
New +$1.7M 0.13% 171

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

Steward Partners Investment Advisory's DWAS Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) position steady in Q1 2026 at 2,579 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

Steward Partners Investment Advisory first reported a position in DWAS in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.08M in Q3 2018. 102 funds tracked by Wall St. Rank hold DWAS as of Q1 2026.

  • Steward Partners Investment Advisory held 2,579 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $254K as of Q1 2026.
  • Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's portfolio in Q1 2026, its #1899 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2017 and has held it in 34 quarters since.
  • Steward Partners Investment Advisory's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $2.08M in Q3 2018.
  • 102 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.