Baird Financial Group
DWTR

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

Baird Financial 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
2018
Q1 		– Sell
-43,422
Closed -$1.23M – 1328
2017
Q4 		$1.23M Sell
43,422
-8,586
-17% -$241K 0.01% 768
2017
Q3 		$1.41M Buy
52,008
+1,274
+3% +$33K 0.01% 707
2017
Q2 		$1.28M Sell
50,734
-6,914
-12% -$172K 0.01% 728
2017
Q1 		$1.42M Sell
57,648
-50,101
-46% -$1.24M 0.01% 681
2016
Q4 		$2.61M Buy
+107,749
New +$2.63M 0.02% 512

Other funds holding DWTR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Baird Financial Group's DWTR Position: Q1 2018 in Review

Baird Financial Group sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q1 2018, closing a stake of 43,422 shares — an estimated $1.23M sold.

Baird Financial Group first reported a position in DWTR in Q4 2016 and held it in 5 quarters. The position peaked at $2.61M in Q4 2016. 28 funds tracked by Wall St. Rank hold DWTR as of Q1 2018.

  • Baird Financial Group reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q1 2018 after selling out during the quarter.
  • Baird Financial Group sold 43,422 Invesco DWA Tactical Sector Rotation ETF shares in Q1 2018, an estimated $1.23M.
  • Baird Financial Group first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q4 2016 and held it in 5 quarters.
  • Baird Financial Group's Invesco DWA Tactical Sector Rotation ETF position peaked at $2.61M in Q4 2016.
  • 28 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q1 2018.

Based on Baird Financial Group's 13F filing for Q1 2018, filed 14 May 2018.