BAM
DWTR

Belpointe Asset Management’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Belpointe Asset Management’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
2019
Q4 		– Sell
-3,275
Closed -$103K – 820
2019
Q3 		$103K Buy
+3,275
New +$105K 0.02% 665

Other funds holding DWTR

WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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 $893B AUM 36.07% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Belpointe Asset Management's DWTR Position: Q4 2019 in Review

Belpointe Asset Management sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q4 2019, closing a stake of 3,275 shares — an estimated $103K sold.

Belpointe Asset Management first reported a position in DWTR in Q3 2019 and held it in 1 quarter. The position peaked at $103K in Q3 2019. 31 funds tracked by Wall St. Rank hold DWTR as of Q4 2019.

  • Belpointe Asset Management reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q4 2019 after selling out during the quarter.
  • Belpointe Asset Management sold 3,275 Invesco DWA Tactical Sector Rotation ETF shares in Q4 2019, an estimated $103K.
  • Belpointe Asset Management first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q3 2019 and held it in 1 quarter.
  • Belpointe Asset Management's Invesco DWA Tactical Sector Rotation ETF position peaked at $103K in Q3 2019.
  • 31 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q4 2019.

Based on Belpointe Asset Management's 13F filing for Q4 2019, filed 18 Feb 2020.