Advisor Group’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Advisor Group’s Portfolio DWTR Stock Details DWTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$81K	Sell	2,486 -417	-14%	-$13.3K	﹤0.01%	3086
2019 Q3	$91K	Sell	2,903 -267	-8%	-$8.58K	﹤0.01%	2957
2019 Q2	$99K	Sell	3,170 -2,340	-42%	-$70.5K	﹤0.01%	2870
2019 Q1	$164K	Sell	5,510 -1,777	-24%	-$49.5K	﹤0.01%	2441
2018 Q4	$180K	Sell	7,287 -795	-10%	-$21.4K	﹤0.01%	2167
2018 Q3	$256K	Sell	8,082 -1,781	-18%	-$55.1K	﹤0.01%	1970
2018 Q2	$292K	Sell	9,863 -2,032	-17%	-$59.8K	﹤0.01%	1696
2018 Q1	$340K	Sell	11,895 -2,421	-17%	-$70.6K	﹤0.01%	1595
2017 Q4	$405K	Sell	14,316 -985	-6%	-$27.7K	0.01%	1459
2017 Q3	$414K	Sell	15,301 -2,098	-12%	-$54.4K	0.01%	1319
2017 Q2	$438K	Sell	17,399 -1,903	-10%	-$47.3K	0.01%	1236
2017 Q1	$476K	Sell	19,302 -9,963	-34%	-$247K	0.01%	1108
2016 Q4	$709K	Sell	29,265 -48,634	-62%	-$1.19M	0.02%	823
2016 Q3	$1.96M	Sell	77,899 -4,549	-6%	-$115K	0.05%	411
2016 Q2	$2.04M	Buy	+82,448	New	+$1.97M	0.05%	374

Other funds holding DWTR

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

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

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Advisor Group's DWTR Position: Q4 2019 in Review

Advisor Group reduced its Invesco DWA Tactical Sector Rotation ETF (DWTR) stake by 14% in Q4 2019, selling an estimated $13.3K and leaving 2,486 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #3086.

Advisor Group first reported a position in DWTR in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.04M in Q2 2016. 31 funds tracked by Wall St. Rank hold DWTR as of Q4 2019.

Advisor Group held 2,486 shares of Invesco DWA Tactical Sector Rotation ETF worth $81K as of Q4 2019.
Advisor Group sold 417 Invesco DWA Tactical Sector Rotation ETF shares in Q4 2019, an estimated $13.3K.
Invesco DWA Tactical Sector Rotation ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3086 holding.
Advisor Group first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Invesco DWA Tactical Sector Rotation ETF position peaked at $2.04M in Q2 2016.
31 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.