Independent Financial Group’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Independent Financial Group’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
2023 Q4	–	Sell	-14,846	Closed	-$1.12M	–	970
2023 Q3	$1.12M	Buy	14,846 +56	+0.4%	+$4.41K	0.07%	293
2023 Q2	$1.16M	Buy	14,790 +286	+2%	+$21.3K	0.08%	274
2023 Q1	$1.07M	Buy	14,504 +3,431	+31%	+$258K	0.09%	263
2022 Q4	$806K	Buy	+11,073	New	+$822K	0.07%	297
2022 Q2	–	Sell	-10,801	Closed	-$914K	–	737
2022 Q1	$914K	Sell	10,801 -17,309	-62%	-$1.43M	0.07%	276
2021 Q4	$2.53M	Buy	28,110 +10,345	+58%	+$950K	0.21%	104
2021 Q3	$1.56M	Buy	17,765 +2,015	+13%	+$173K	0.16%	132
2021 Q2	$1.41M	Sell	15,750 -1,139	-7%	-$97.8K	0.15%	150
2021 Q1	$1.44M	Sell	16,889 -529	-3%	-$45.4K	0.19%	136
2020 Q4	$1.31M	Sell	17,418 -90	-0.5%	-$6.13K	0.19%	134
2020 Q3	$1.04M	Buy	+17,508	New	+$1.01M	0.2%	127

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Independent Financial Group's DWAS Position: Q4 2023 in Review

Independent Financial Group sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q4 2023, closing a stake of 14,846 shares — an estimated $1.12M sold.

Independent Financial Group first reported a position in DWAS in Q3 2020 and held it in 11 quarters. The position peaked at $2.53M in Q4 2021. 87 funds tracked by Wall St. Rank hold DWAS as of Q4 2023.

Independent Financial Group reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q4 2023 after selling out during the quarter.
Independent Financial Group sold 14,846 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q4 2023, an estimated $1.12M.
Independent Financial Group first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q3 2020 and held it in 11 quarters.
Independent Financial Group's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $2.53M in Q4 2021.
87 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.