Atria Investments’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Atria Investments’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
2025 Q3	–	Sell	-21,321	Closed	-$1.81M	–	2043
2025 Q2	$1.81M	Sell	21,321 -22,429	-51%	-$1.78M	0.02%	768
2025 Q1	$3.41M	Buy	43,750 +6,657	+18%	+$580K	0.04%	496
2024 Q4	$3.39M	Buy	37,093 +372	+1%	+$35.7K	0.04%	483
2024 Q3	$3.41M	Buy	36,721 +1,587	+5%	+$142K	0.04%	480
2024 Q2	$2.99M	Buy	+35,134	New	+$3.04M	0.04%	501
2015 Q3	–	Sell	-18,942	Closed	-$786K	–	354
2015 Q2	$786K	Buy	18,942 +133	+0.7%	+$5.5K	0.09%	165
2015 Q1	$782K	Buy	+18,809	New	+$746K	0.09%	177

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atria Investments's DWAS Position: Q3 2025 in Review

Atria Investments sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q3 2025, closing a stake of 21,321 shares — an estimated $1.81M sold.

Atria Investments first reported a position in DWAS in Q1 2015 and held it in 7 quarters. The position peaked at $3.41M in Q1 2025. 97 funds tracked by Wall St. Rank hold DWAS as of Q3 2025.

Atria Investments reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q3 2025 after selling out during the quarter.
Atria Investments sold 21,321 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q3 2025, an estimated $1.81M.
Atria Investments first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2015 and held it in 7 quarters.
Atria Investments's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $3.41M in Q1 2025.
97 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.