CA
DWIN

Cetera Advisors’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

Cetera Advisors’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
2019
Q2 		– Sell
-900
Closed -$23K – 1352
2019
Q1 		$23K Buy
+900
New +$22.1K ﹤0.01% 1062

Other funds holding DWIN

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Cetera Advisors's DWIN Position: Q2 2019 in Review

Cetera Advisors sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q2 2019, closing a stake of 900 shares — an estimated $23K sold.

Cetera Advisors first reported a position in DWIN in Q1 2019 and held it in 1 quarter. The position peaked at $23K in Q1 2019. 21 funds tracked by Wall St. Rank hold DWIN as of Q2 2019.

  • Cetera Advisors reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q2 2019 after selling out during the quarter.
  • Cetera Advisors sold 900 Invesco DWA Tactical Multi-Asset Income ETF shares in Q2 2019, an estimated $23K.
  • Cetera Advisors first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q1 2019 and held it in 1 quarter.
  • Cetera Advisors's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $23K in Q1 2019.
  • 21 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q2 2019.

Based on Cetera Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.