Integrated Wealth Concepts’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Integrated Wealth Concepts’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	$25.5K	Buy	+200	New	+$22.7K	﹤0.01%	3895

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

Integrated Wealth Concepts's DWAS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q2 2026: 200 shares worth $25.5K. The stake represents ﹤0.01% of the portfolio and ranks #3895 among its holdings.

105 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

Integrated Wealth Concepts held 200 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $25.5K as of Q2 2026.
Invesco Dorsey Wright SmallCap Momentum ETF was a new Integrated Wealth Concepts position in Q2 2026.
Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3895 holding.
105 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.