WETS
DWAS icon

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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HWM
HighMark Wealth Management St. Paul, Minnesota $299M AUM 53.01% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 75% in Q2 2026, selling an estimated $368K and leaving 1,064 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #327.

Wealth Enhancement Trust Services first reported a position in DWAS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.22M in Q4 2025. 73 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,064 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $135K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 3,241 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $368K.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #327 holding.
  • Wealth Enhancement Trust Services first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $2.22M in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

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