CA
DWTR

Claro Advisors’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Claro Advisors’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
Q1 		– Sell
-100
Closed -$3K – 1075
2018
Q4 		$3K Buy
+100
New +$2.69K ﹤0.01% 887

Other funds holding DWTR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Claro Advisors's DWTR Position: Q1 2019 in Review

Claro Advisors sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q1 2019, closing a stake of 100 shares — an estimated $3K sold.

Claro Advisors first reported a position in DWTR in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 26 funds tracked by Wall St. Rank hold DWTR as of Q1 2019.

  • Claro Advisors reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 100 Invesco DWA Tactical Sector Rotation ETF shares in Q1 2019, an estimated $3K.
  • Claro Advisors first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Invesco DWA Tactical Sector Rotation ETF position peaked at $3K in Q4 2018.
  • 26 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.