UBS AM
DWAS icon

UBS AM’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

UBS AM’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 		$46.6K Hold
366
– – ﹤0.01% 2947
2026
Q1 		$36K Buy
+366
New +$36.6K ﹤0.01% 3028
2019
Q1 		– Sell
-1,473
Closed -$64.1K – 2797
2018
Q4 		$64.1K Buy
+1,473
New +$71.6K ﹤0.01% 2549

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

UBS AM's DWAS Position: Q2 2026 in Review

UBS AM held its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) position steady in Q2 2026 at 366 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2947.

UBS AM first reported a position in DWAS in Q4 2018 and has held it in 3 quarters since. The position peaked at $64.1K in Q4 2018. 105 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

  • UBS AM held 366 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $46.6K as of Q2 2026.
  • UBS AM left its Invesco Dorsey Wright SmallCap Momentum ETF share count unchanged in Q2 2026.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2947 holding.
  • UBS AM first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2018 and has held it in 3 quarters since.
  • UBS AM's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $64.1K in Q4 2018.
  • 105 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.