Fidelity Investments
DWTR

Fidelity Investments’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Fidelity Investments’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
Q3 		– Sell
-1
Closed – – 4419
2019
Q2 		$0 Buy
+1
New +$30 ﹤0.01% 4366

Other funds holding DWTR

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Fidelity Investments's DWTR Position: Q3 2019 in Review

Fidelity Investments sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q3 2019, closing a stake of 1 share.

Fidelity Investments first reported a position in DWTR in Q2 2019 and held it in 1 quarter. The position peaked at $0 in Q2 2019. 29 funds tracked by Wall St. Rank hold DWTR as of Q3 2019.

  • Fidelity Investments reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q3 2019 after selling out during the quarter.
  • Fidelity Investments sold 1 Invesco DWA Tactical Sector Rotation ETF share in Q3 2019.
  • Fidelity Investments first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q2 2019 and held it in 1 quarter.
  • Fidelity Investments's Invesco DWA Tactical Sector Rotation ETF position peaked at $0 in Q2 2019.
  • 29 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q3 2019.

Based on Fidelity Investments's 13F filing for Q3 2019, filed 13 Nov 2019.