Financial Advocates Investment Management’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

Financial Advocates Investment 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
2018 Q3	–	Sell	-10,127	Closed	-$257K	–	539
2018 Q2	$257K	Sell	10,127 -275	-3%	-$6.92K	0.03%	406
2018 Q1	$263K	Buy	10,402 +36	+0.3%	+$939	0.03%	394
2017 Q4	$278K	Buy	+10,366	New	+$281K	0.04%	377

Other funds holding DWIN

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

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

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

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Advocates Investment Management's DWIN Position: Q3 2018 in Review

Financial Advocates Investment Management sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q3 2018, closing a stake of 10,127 shares — an estimated $257K sold.

Financial Advocates Investment Management first reported a position in DWIN in Q4 2017 and held it in 3 quarters. The position peaked at $278K in Q4 2017. 29 funds tracked by Wall St. Rank hold DWIN as of Q3 2018.

Financial Advocates Investment Management reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q3 2018 after selling out during the quarter.
Financial Advocates Investment Management sold 10,127 Invesco DWA Tactical Multi-Asset Income ETF shares in Q3 2018, an estimated $257K.
Financial Advocates Investment Management first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q4 2017 and held it in 3 quarters.
Financial Advocates Investment Management's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $278K in Q4 2017.
29 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q3 2018.

Based on Financial Advocates Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.