CWM
DWIN

Concert Wealth Management’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-2,236
Closed -$62K – 1040
2016
Q3 		$62K Buy
+2,236
New +$62.4K 0.01% 793

Other funds holding DWIN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Concert Wealth Management's DWIN Position: Q4 2016 in Review

Concert Wealth Management sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q4 2016, closing a stake of 2,236 shares — an estimated $62K sold.

Concert Wealth Management first reported a position in DWIN in Q3 2016 and held it in 1 quarter. The position peaked at $62K in Q3 2016. 26 funds tracked by Wall St. Rank hold DWIN as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 2,236 Invesco DWA Tactical Multi-Asset Income ETF shares in Q4 2016, an estimated $62K.
  • Concert Wealth Management first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $62K in Q3 2016.
  • 26 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.