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

Trueblood 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	$1.18M	Hold	9,256	–	–	0.41%	79
2026 Q1	$912K	Sell	9,256 -176	-2%	-$17.6K	0.36%	90
2025 Q4	$913K	Hold	9,432	–	–	0.36%	87
2025 Q3	$869K	Hold	9,432	–	–	0.34%	99
2025 Q2	$800K	Buy	9,432 +1	+0%	+$79	0.33%	102
2025 Q1	$735K	Sell	9,431 -1,797	-16%	-$157K	0.34%	102
2024 Q4	$1.03M	Buy	11,228 +828	+8%	+$79.5K	0.51%	61
2024 Q3	$966K	Buy	10,400 +284	+3%	+$25.4K	0.48%	66
2024 Q2	$860K	Buy	10,116 +22	+0.2%	+$1.9K	0.49%	68
2024 Q1	$918K	Hold	10,094	–	–	0.53%	61
2023 Q4	$846K	Buy	+10,094	New	+$761K	0.53%	59

Other funds holding DWAS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Trueblood Wealth Management held its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) position steady in Q2 2026 at 9,256 shares worth $1.18M. The position accounts for 0.41% of the portfolio, ranked #79.

Trueblood Wealth Management first reported a position in DWAS in Q4 2023 and has held it in 11 quarters since. 105 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

Trueblood Wealth Management held 9,256 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $1.18M as of Q2 2026.
Trueblood Wealth Management left its Invesco Dorsey Wright SmallCap Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright SmallCap Momentum ETF made up 0.41% of Trueblood Wealth Management's portfolio in Q2 2026, its #79 holding.
Trueblood Wealth Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2023 and has held it in 11 quarters since.
105 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.