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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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HWM
HighMark Wealth Management St. Paul, Minnesota $299M AUM 53.01% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sound Income Strategies's DWAS Position: Q2 2026 in Review

Sound Income Strategies increased its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 28% in Q2 2026, buying an estimated $351K and bringing the position to 14,266 shares worth $1.82M. The position accounts for 0.08% of the portfolio, ranked #166.

Sound Income Strategies first reported a position in DWAS in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

  • Sound Income Strategies held 14,266 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $1.82M as of Q2 2026.
  • Sound Income Strategies bought 3,093 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $351K.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up 0.08% of Sound Income Strategies's portfolio in Q2 2026, its #166 holding.
  • Sound Income Strategies first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.