Waverly Advisors
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Waverly Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Waverly Advisors’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 		$331K Buy
2,601
+113
+5% +$12.8K ﹤0.01% 1360
2026
Q1 		$245K Buy
2,488
+31
+1% +$3.1K ﹤0.01% 1411
2025
Q4 		$238K Sell
2,457
-36
-1% -$3.42K ﹤0.01% 1323
2025
Q3 		$230K Buy
+2,493
New +$218K ﹤0.01% 1151

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 $67.3B AUM 21.9% 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

Waverly Advisors's DWAS Position: Q2 2026 in Review

Waverly Advisors increased its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 4.5% in Q2 2026, buying an estimated $12.8K and bringing the position to 2,601 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Waverly Advisors first reported a position in DWAS in Q3 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

  • Waverly Advisors held 2,601 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $331K as of Q2 2026.
  • Waverly Advisors bought 113 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $12.8K.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1360 holding.
  • Waverly Advisors first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.