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 Q2	–	Sell	-12,960	Closed	-$1.28M	–	1174
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Independent Advisor Alliance's DWAS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2026, closing a stake of 12,960 shares — an estimated $1.28M sold.

Independent Advisor Alliance first reported a position in DWAS in Q4 2019 and held it in 4 quarters. The position peaked at $6.8M in Q4 2019. 105 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 12,960 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $1.28M.
Independent Advisor Alliance first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2019 and held it in 4 quarters.
Independent Advisor Alliance's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $6.8M in Q4 2019.
105 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.