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 Q3	$31M	Sell	293,562 -28,227	-9%	-$3.22M	0.05%	356
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

SIS

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

1WM

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's DWAS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 8.8% in Q3 2026, selling an estimated $3.22M and leaving 293,562 shares worth $31M. The position accounts for 0.05% of the portfolio, ranked #356.

Wealth Enhancement Advisory Services first reported a position in DWAS in Q2 2021 and has held it in 16 quarters since. The position peaked at $588M in Q4 2024. 7 funds tracked by Wall St. Rank hold DWAS as of Q3 2026.

Wealth Enhancement Advisory Services held 293,562 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $31M as of Q3 2026.
Wealth Enhancement Advisory Services sold 28,227 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q3 2026, an estimated $3.22M.
Invesco Dorsey Wright SmallCap Momentum ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #356 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2021 and has held it in 16 quarters since.
Wealth Enhancement Advisory Services's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $588M in Q4 2024.
7 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.