BIG
DWIN

Bellwether Investment Group’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

Bellwether Investment Group’s Portfolio DWIN Stock Details DWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,225
Closed -$174K – 795
2017
Q1 		$174K Buy
6,225
+4,925
+379% +$137K 0.46% 60
2016
Q4 		$36K Buy
+1,300
New +$35.2K 0.03% 335
2016
Q2 		$47K Buy
+1,700
New +$44.9K 0.05% 255

Other funds holding DWIN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bellwether Investment Group's DWIN Position: Q2 2017 in Review

Bellwether Investment Group sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q2 2017, closing a stake of 6,225 shares — an estimated $174K sold.

Bellwether Investment Group first reported a position in DWIN in Q2 2016 and held it in 3 quarters. The position peaked at $174K in Q1 2017. 24 funds tracked by Wall St. Rank hold DWIN as of Q2 2017.

  • Bellwether Investment Group reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 6,225 Invesco DWA Tactical Multi-Asset Income ETF shares in Q2 2017, an estimated $174K.
  • Bellwether Investment Group first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $174K in Q1 2017.
  • 24 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.