BCA
DWLV

Bay Colony Advisors’s Invesco DWA Momentum & Low Volatility Rotation ETF DWLV Stock Holding History

Bay Colony Advisors’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
Q3 		– Sell
-264
Closed -$9K – 1011
2018
Q2 		$9K Buy
+264
New +$8.52K 0.01% 679

Other funds holding DWLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Bay Colony Advisors's DWLV Position: Q3 2018 in Review

Bay Colony Advisors sold out of Invesco DWA Momentum & Low Volatility Rotation ETF (DWLV) in Q3 2018, closing a stake of 264 shares — an estimated $9K sold.

Bay Colony Advisors first reported a position in DWLV in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 16 funds tracked by Wall St. Rank hold DWLV as of Q3 2018.

  • Bay Colony Advisors reported no remaining Invesco DWA Momentum & Low Volatility Rotation ETF position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 264 Invesco DWA Momentum & Low Volatility Rotation ETF shares in Q3 2018, an estimated $9K.
  • Bay Colony Advisors first reported a position in Invesco DWA Momentum & Low Volatility Rotation ETF in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's Invesco DWA Momentum & Low Volatility Rotation ETF position peaked at $9K in Q2 2018.
  • 16 funds tracked by Wall St. Rank held Invesco DWA Momentum & Low Volatility Rotation ETF as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.