Wealth Enhancement Advisory Services
DWAS icon

Wealth Enhancement Advisory Services’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Wealth Enhancement Advisory Services’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 		$38.5M Sell
321,789
-83,898
-21% -$9.52M 0.06% 259
2026
Q1 		$41.1M Sell
405,687
-4,110,342
-91% -$411M 0.08% 225
2025
Q4 		$444M Buy
4,516,029
+126,213
+3% +$12M 0.6% 27
2025
Q3 		$410M Buy
4,389,816
+235,512
+6% +$20.6M 0.62% 26
2025
Q2 		$357M Sell
4,154,304
-48,594
-1% -$3.85M 0.59% 26
2025
Q1 		$328M Sell
4,202,898
-2,241,222
-35% -$195M 0.63% 24
2024
Q4 		$588M Buy
6,444,120
+326,818
+5% +$31.4M 1.13% 12
2024
Q3 		$568M Buy
6,117,302
+113,514
+2% +$10.1M 1.22% 10
2024
Q2 		$511M Buy
6,003,788
+436,806
+8% +$37.8M 1.21% 11
2024
Q1 		$506M Buy
5,566,982
+466,332
+9% +$40.2M 1.31% 10
2023
Q4 		$427M Buy
5,100,650
+212,249
+4% +$16M 1.24% 11
2023
Q3 		$367M Buy
4,888,401
+1,506,390
+45% +$119M 1.21% 12
2023
Q2 		$266M Buy
3,382,011
+1,168,655
+53% +$86.9M 2.87% 9
2023
Q1 		$163M Buy
+2,213,356
New +$167M 1.9% 13
2021
Q3 		– Sell
-4,697
Closed -$393K – 300
2021
Q2 		$393K Buy
+4,697
New +$403K 0.01% 245

Other funds holding DWAS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Enhancement Advisory Services's DWAS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 21% in Q2 2026, selling an estimated $9.52M and leaving 321,789 shares worth $38.5M. The position accounts for 0.06% of the portfolio, ranked #259.

Wealth Enhancement Advisory Services first reported a position in DWAS in Q2 2021 and has held it in 15 quarters since. The position peaked at $588M in Q4 2024. 105 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 321,789 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $38.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 83,898 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $9.52M.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #259 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2021 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $588M in Q4 2024.
  • 105 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.