Avior Wealth Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-35	Closed	-$3.19K	–	1173
2024 Q4	$3.19K	Hold	35	–	–	﹤0.01%	2004
2024 Q3	$3.25K	Hold	35	–	–	﹤0.01%	1893
2024 Q2	$2.98K	Hold	35	–	–	﹤0.01%	1866
2024 Q1	$3.18K	Buy	+35	New	+$3.02K	﹤0.01%	2191
2023 Q4	–	Sell	-71	Closed	-$5.33K	–	1564
2023 Q3	$5.33K	Hold	71	–	–	﹤0.01%	1172
2023 Q2	$5.59K	Hold	71	–	–	﹤0.01%	1136
2023 Q1	$5.23K	Buy	+71	New	+$5.35K	﹤0.01%	1189

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

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

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

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

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

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

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

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

FCT

Family Capital Trust Peabody, Massachusetts $276M AUM 6.05% 1-Year Est. Return

Avior Wealth Management's DWAS Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q1 2025, closing a stake of 35 shares — an estimated $3.19K sold.

Avior Wealth Management first reported a position in DWAS in Q1 2023 and held it in 7 quarters. The position peaked at $5.59K in Q2 2023. 93 funds tracked by Wall St. Rank hold DWAS as of Q1 2025.

Avior Wealth Management reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 35 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q1 2025, an estimated $3.19K.
Avior Wealth Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2023 and held it in 7 quarters.
Avior Wealth Management's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $5.59K in Q2 2023.
93 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.