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 Q3	$3.14M	Sell	28,965 -5,852	-17%	-$667K	0.03%	496
2026 Q2	$4.43M	Sell	34,817 -3,619	-9%	-$411K	0.05%	307
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 $67.3B AUM 21.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

FCT

Family Capital Trust Peabody, Massachusetts $315M AUM 14.73% 1-Year Est. Return

Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Vise Technologies's DWAS Position: Q3 2026 in Review

Vise Technologies reduced its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 17% in Q3 2026, selling an estimated $667K and leaving 28,965 shares worth $3.14M. The position accounts for 0.03% of the portfolio, ranked #496.

Vise Technologies first reported a position in DWAS in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.43M in Q2 2026. 27 funds tracked by Wall St. Rank hold DWAS as of Q3 2026.

Vise Technologies held 28,965 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $3.14M as of Q3 2026.
Vise Technologies sold 5,852 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q3 2026, an estimated $667K.
Invesco Dorsey Wright SmallCap Momentum ETF made up 0.03% of Vise Technologies's portfolio in Q3 2026, its #496 holding.
Vise Technologies first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2024 and has held it in 9 quarters since.
Vise Technologies's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $4.43M in Q2 2026.
27 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.