Vise Technologies’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Vise Technologies’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	$3.72M	Hold	38,436	–	–	0.07%	221
2025 Q4	$3.72M	Buy	38,436 +22,797	+146%	+$2.17M	0.07%	222
2025 Q3	$1.44M	Sell	15,639 -27,619	-64%	-$2.42M	0.05%	331
2025 Q2	$3.67M	Buy	+43,258	New	+$3.42M	0.15%	146
2024 Q4	$3.08M	Buy	33,778 +28,216	+507%	+$2.71M	0.26%	76
2024 Q3	$517K	Buy	5,562 +395	+8%	+$35.3K	0.07%	292
2024 Q2	$439K	Buy	+5,167	New	+$447K	0.08%	247

Other funds holding DWAS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Vise Technologies's DWAS Position: Q1 2026 in Review

Vise Technologies held its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) position steady in Q1 2026 at 38,436 shares worth $3.72M. The position accounts for 0.07% of the portfolio, ranked #221.

Vise Technologies first reported a position in DWAS in Q2 2024 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold DWAS as of Q1 2026.

Vise Technologies held 38,436 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $3.72M as of Q1 2026.
Vise Technologies left its Invesco Dorsey Wright SmallCap Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright SmallCap Momentum ETF made up 0.07% of Vise Technologies's portfolio in Q1 2026, its #221 holding.
Vise Technologies first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2024 and has held it in 7 quarters since.
102 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.