Sound Income Strategies’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Sound Income Strategies’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 Q3	$2.03M	Buy	19,199 +4,933	+35%	+$562K	0.09%	156
2026 Q2	$1.82M	Buy	14,266 +3,093	+28%	+$351K	0.08%	166
2026 Q1	$1.12M	Buy	11,173 +2,276	+26%	+$228K	0.05%	179
2025 Q4	$906K	Buy	+8,897	New	+$846K	0.04%	194

Other funds holding DWAS

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Sound Income Strategies's DWAS Position: Q3 2026 in Review

Sound Income Strategies increased its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 35% in Q3 2026, buying an estimated $562K and bringing the position to 19,199 shares worth $2.03M. The position accounts for 0.09% of the portfolio, ranked #156.

Sound Income Strategies first reported a position in DWAS in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold DWAS as of Q3 2026.

Sound Income Strategies held 19,199 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $2.03M as of Q3 2026.
Sound Income Strategies bought 4,933 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q3 2026, an estimated $562K.
Invesco Dorsey Wright SmallCap Momentum ETF made up 0.09% of Sound Income Strategies's portfolio in Q3 2026, its #156 holding.
Sound Income Strategies first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2025 and has held it in 4 quarters since.
10 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.