BTS
DWTR

BB&T Securities’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

BB&T Securities’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
Q4 		– Sell
-385,798
Closed -$12.2M – 1649
2018
Q3 		$12.2M Buy
+385,798
New +$11.9M 0.12% 233
2016
Q3 		– Sell
-8,881
Closed -$219K – 1298
2016
Q2 		$219K Sell
8,881
-467
-5% -$11.1K ﹤0.01% 1106
2016
Q1 		$220K Buy
9,348
+601
+7% +$13.6K ﹤0.01% 1055
2015
Q4 		$220K Buy
+8,747
New +$224K ﹤0.01% 1039

Other funds holding DWTR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return