AWM
DWLV

AE Wealth Management’s Invesco DWA Momentum & Low Volatility Rotation ETF DWLV Stock Holding History

AE Wealth Management’s Portfolio DWLV Stock Details DWLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-49,228
Closed -$1.65M – 633
2018
Q3 		$1.65M Buy
49,228
+25,325
+106% +$847K 0.09% 156
2018
Q2 		$777K Buy
+23,903
New +$771K 0.05% 204

Other funds holding DWLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

AE Wealth Management's DWLV Position: Q4 2018 in Review

AE Wealth Management sold out of Invesco DWA Momentum & Low Volatility Rotation ETF (DWLV) in Q4 2018, closing a stake of 49,228 shares — an estimated $1.65M sold.

AE Wealth Management first reported a position in DWLV in Q2 2018 and held it in 2 quarters. The position peaked at $1.65M in Q3 2018. 11 funds tracked by Wall St. Rank hold DWLV as of Q4 2018.

  • AE Wealth Management reported no remaining Invesco DWA Momentum & Low Volatility Rotation ETF position as of Q4 2018 after selling out during the quarter.
  • AE Wealth Management sold 49,228 Invesco DWA Momentum & Low Volatility Rotation ETF shares in Q4 2018, an estimated $1.65M.
  • AE Wealth Management first reported a position in Invesco DWA Momentum & Low Volatility Rotation ETF in Q2 2018 and held it in 2 quarters.
  • AE Wealth Management's Invesco DWA Momentum & Low Volatility Rotation ETF position peaked at $1.65M in Q3 2018.
  • 11 funds tracked by Wall St. Rank held Invesco DWA Momentum & Low Volatility Rotation ETF as of Q4 2018.

Based on AE Wealth Management's 13F filing for Q4 2018, filed 15 Feb 2019.