Concurrent Investment Advisors
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Concurrent Investment Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Concurrent Investment Advisors’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 		$206K Buy
+1,904
New +$217K ﹤0.01% 2148

Other funds holding DWAS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Colonial River Investments
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

Concurrent Investment Advisors's DWAS Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q3 2026: 1,904 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #2148 among its holdings.

56 funds tracked by Wall St. Rank hold DWAS as of Q3 2026.

  • Concurrent Investment Advisors held 1,904 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $206K as of Q3 2026.
  • Invesco Dorsey Wright SmallCap Momentum ETF was a new Concurrent Investment Advisors position in Q3 2026.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #2148 holding.
  • 56 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.