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

Wealth Enhancement Trust 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	$128K	Buy	1,178 +114	+11%	+$13K	0.01%	328
2026 Q2	$135K	Sell	1,064 -3,241	-75%	-$368K	0.02%	327
2026 Q1	$424K	Sell	4,305 -18,683	-81%	-$1.87M	0.05%	216
2025 Q4	$2.22M	Buy	+22,988	New	+$2.19M	0.28%	71

Other funds holding DWAS

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Biondo Investment Advisors Milford, Pennsylvania $840M AUM 18.86% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 11% in Q3 2026, buying an estimated $13K and bringing the position to 1,178 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #328.

Wealth Enhancement Trust Services first reported a position in DWAS in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.22M in Q4 2025. 84 funds tracked by Wall St. Rank hold DWAS as of Q3 2026.

Wealth Enhancement Trust Services held 1,178 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $128K as of Q3 2026.
Wealth Enhancement Trust Services bought 114 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q3 2026, an estimated $13K.
Invesco Dorsey Wright SmallCap Momentum ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #328 holding.
Wealth Enhancement Trust Services first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2025 and has held it in 4 quarters since.
Wealth Enhancement Trust Services's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $2.22M in Q4 2025.
84 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.