American Portfolios Advisors’s Invesco Chinese Yuan Dim Sum Bond ETF DSUM Stock Holding History

American Portfolios Advisors’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 Q2	–	Sell	-754	Closed	-$18.4K	–	2472
2018 Q1	$18.4K	Buy	+754	New	+$18.2K	﹤0.01%	1411

Other funds holding DSUM

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

MLIC

Mandatum Life Insurance Company Helsinki, Finland $540M AUM 33.16% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 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 $2.44B AUM 24.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

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

American Portfolios Advisors's DSUM Position: Q2 2018 in Review

American Portfolios Advisors sold out of Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) in Q2 2018, closing a stake of 754 shares — an estimated $18.4K sold.

American Portfolios Advisors first reported a position in DSUM in Q1 2018 and held it in 1 quarter. The position peaked at $18.4K in Q1 2018. 23 funds tracked by Wall St. Rank hold DSUM as of Q2 2018.

American Portfolios Advisors reported no remaining Invesco Chinese Yuan Dim Sum Bond ETF position as of Q2 2018 after selling out during the quarter.
American Portfolios Advisors sold 754 Invesco Chinese Yuan Dim Sum Bond ETF shares in Q2 2018, an estimated $18.4K.
American Portfolios Advisors first reported a position in Invesco Chinese Yuan Dim Sum Bond ETF in Q1 2018 and held it in 1 quarter.
American Portfolios Advisors's Invesco Chinese Yuan Dim Sum Bond ETF position peaked at $18.4K in Q1 2018.
23 funds tracked by Wall St. Rank held Invesco Chinese Yuan Dim Sum Bond ETF as of Q2 2018.

Based on American Portfolios Advisors's 13F filing for Q2 2018, filed 24 Mar 2023.