Advisor Group’s Invesco Chinese Yuan Dim Sum Bond ETF DSUM Stock Holding History

Advisor Group’s Portfolio DSUM Stock Details DSUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-806	Closed	-$18K	–	5391
2018 Q2	$18K	Buy	806 +106	+15%	+$2.55K	﹤0.01%	3787
2018 Q1	$17K	Buy	+700	New	+$16.9K	﹤0.01%	3805

Other funds holding DSUM

MLIC

Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Advisor Group's DSUM Position: Q3 2018 in Review

Advisor Group sold out of Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) in Q3 2018, closing a stake of 806 shares — an estimated $18K sold.

Advisor Group first reported a position in DSUM in Q1 2018 and held it in 2 quarters. The position peaked at $18K in Q2 2018. 16 funds tracked by Wall St. Rank hold DSUM as of Q3 2018.

Advisor Group reported no remaining Invesco Chinese Yuan Dim Sum Bond ETF position as of Q3 2018 after selling out during the quarter.
Advisor Group sold 806 Invesco Chinese Yuan Dim Sum Bond ETF shares in Q3 2018, an estimated $18K.
Advisor Group first reported a position in Invesco Chinese Yuan Dim Sum Bond ETF in Q1 2018 and held it in 2 quarters.
Advisor Group's Invesco Chinese Yuan Dim Sum Bond ETF position peaked at $18K in Q2 2018.
16 funds tracked by Wall St. Rank held Invesco Chinese Yuan Dim Sum Bond ETF as of Q3 2018.

Based on Advisor Group's 13F filing for Q3 2018, filed 14 Nov 2018.