Prospera Financial Services Inc DWAS — INVESCO EXCHNG TRADED FD TR

Ownership history in Prospera Financial Services Inc  ·  31 quarters on record

AI Ownership Summary

Prospera Financial Services Inc reported INVESCO EXCHNG TRADED FD TR (DWAS) in 31 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.07% in 2024 Q3. The latest visible filing shows DWAS at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DWAS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prospera Financial Services Inc's position in INVESCO EXCHNG TRADED FD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DWAS was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DWAS stock page Prospera Financial Services Inc fund profile Prospera Financial Services Inc full holdings
How Prospera Financial Services Inc held DWAS — position size vs. price
% of Fund (quarterly)    DWAS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 26,259 -2,000 -7.1% 0.05% $3.3M 2026-07-15 $118.60
2026 Q1 REDUCED 8.4% +27.4% ❌ 28,259 -2,605 -8.4% 0.04% $2.8M 2026-04-14 $107.93
2025 Q4 REDUCED — — — 30,864 -293 -0.9% 0.05% $3.0M 2026-02-09 $103.08
2025 Q3 REDUCED — — — 31,157 -858 -2.7% 0.05% $2.9M 2025-11-06 $90.41
2025 Q2 ADDED — — — 32,015 +3,230 +11.2% 0.05% $2.7M 2025-08-06 $85.47
2025 Q1 UNCHANGED — — — 28,785 — 0% 0.05% $2.2M 2025-05-15 $81.71
2024 Q4 ADDED — — — 28,785 +100 +0.3% 0.06% $2.6M 2025-02-13 $92.98
2024 Q3 ADDED — — — 28,685 +1,265 +4.6% 0.07% $2.7M 2024-11-07 $99.03
2024 Q2 REDUCED 5.4% +9.8% ❌ 27,420 -1,560 -5.4% 0.06% $2.3M 2024-08-13 $86.51
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DWAS

As of 2026 Q2 — sorted by position size

Wealth Enhancement Trust Services, Inc. 0.28% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.06% Register Financial Advisors LLC 3Y 0.01% Focus Financial Network, Inc. 0.01% CoreCap Advisors, LLC 3Y 0.01% Spire Wealth Management 3Y 0.01% Farther Finance Advisors, LLC 0.01% Brookstone Capital Management 3Y 7Y 0.0% LRI Investments, LLC 0.0% DAVENPORT & Co LLC 3Y 7Y 0.0%

FAQ About Prospera Financial Services Inc and DWAS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Prospera Financial Services Inc reported owning DWAS?

Prospera Financial Services Inc reported DWAS across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported DWAS position in Prospera Financial Services Inc's portfolio?

The largest reported portfolio weight for DWAS was 0.07% in 2024 Q3.

What is the latest reported DWAS position on this page?

The most recent filing on this page is 2026 Q2, when Prospera Financial Services Inc reported 26,259 shares, equal to 0.05% of portfolio, with an estimated market value of $3.3M.

What does the chart on this DWAS ownership page compare?

The chart compares Prospera Financial Services Inc's quarterly DWAS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Prospera Financial Services Inc time their DWAS position?

Based on 13F filing dates vs. subsequent DWAS price moves, Prospera Financial Services Inc correctly timed 9 out of 29 reported position changes (31%). The annualised alpha on DWAS relative to SPY over the holding period was -4.0%.

← Back to Prospera Financial Services Inc Holdings