Independent Advisor Alliance’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Independent Advisor Alliance’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 Q1	$1.28M	Buy	+12,960	New	+$1.3M	0.01%	714
2025 Q1	–	Sell	-21,450	Closed	-$1.96M	–	928
2024 Q4	$1.96M	Buy	+21,450	New	+$2.06M	0.03%	517
2020 Q2	–	Sell	-8,198	Closed	-$334K	–	509
2020 Q1	$334K	Sell	8,198 -110,906	-93%	-$5.78M	0.05%	259
2019 Q4	$6.8M	Buy	+119,104	New	+$6.29M	0.3%	77

Other funds holding DWAS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Independent Advisor Alliance's DWAS Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2026: 12,960 shares worth $1.28M. The stake represents 0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in DWAS as recently as Q4 2024.

Independent Advisor Alliance first reported a position in DWAS in Q4 2019 and has held it in 4 quarters since. The position peaked at $6.8M in Q4 2019. 102 funds tracked by Wall St. Rank hold DWAS as of Q1 2026.

Independent Advisor Alliance held 12,960 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $1.28M as of Q1 2026.
Invesco Dorsey Wright SmallCap Momentum ETF was a new Independent Advisor Alliance position in Q1 2026.
Invesco Dorsey Wright SmallCap Momentum ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #714 holding.
Independent Advisor Alliance first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2019 and has held it in 4 quarters since.
Independent Advisor Alliance's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $6.8M in Q4 2019.
102 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.