Cambridge Investment Research Advisors’s Invesco DWA Momentum & Low Volatility Rotation ETF DWLV Stock Holding History

Cambridge Investment Research 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 Q4	–	Sell	-14,057	Closed	-$471K	–	2339
2018 Q3	$471K	Buy	14,057 +2,415	+21%	+$80.8K	﹤0.01%	1482
2018 Q2	$378K	Sell	11,642 -407	-3%	-$13.1K	﹤0.01%	1574
2018 Q1	$378K	Buy	12,049 +4,219	+54%	+$134K	﹤0.01%	1508
2017 Q4	$244K	Buy	+7,830	New	+$240K	﹤0.01%	1789

Other funds holding DWLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Cambridge Investment Research Advisors's DWLV Position: Q4 2018 in Review

Cambridge Investment Research Advisors sold out of Invesco DWA Momentum & Low Volatility Rotation ETF (DWLV) in Q4 2018, closing a stake of 14,057 shares — an estimated $471K sold.

Cambridge Investment Research Advisors first reported a position in DWLV in Q4 2017 and held it in 4 quarters. The position peaked at $471K in Q3 2018. 11 funds tracked by Wall St. Rank hold DWLV as of Q4 2018.

Cambridge Investment Research Advisors reported no remaining Invesco DWA Momentum & Low Volatility Rotation ETF position as of Q4 2018 after selling out during the quarter.
Cambridge Investment Research Advisors sold 14,057 Invesco DWA Momentum & Low Volatility Rotation ETF shares in Q4 2018, an estimated $471K.
Cambridge Investment Research Advisors first reported a position in Invesco DWA Momentum & Low Volatility Rotation ETF in Q4 2017 and held it in 4 quarters.
Cambridge Investment Research Advisors's Invesco DWA Momentum & Low Volatility Rotation ETF position peaked at $471K in Q3 2018.
11 funds tracked by Wall St. Rank held Invesco DWA Momentum & Low Volatility Rotation ETF as of Q4 2018.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.