Financial Gravity Companies’s Invesco Chinese Yuan Dim Sum Bond ETF DSUM Stock Holding History

Financial Gravity Companies’s Portfolio DSUM Stock Details DSUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$88K	Buy	+3,642	New	+$87.9K	0.09%	214

Other funds holding DSUM

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

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

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

CCM

Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Financial Gravity Companies's DSUM Position: Q1 2018 in Review

Financial Gravity Companies opened a new position in Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) in Q1 2018: 3,642 shares worth $88K. The stake represents 0.09% of the portfolio and ranks #214 among its holdings.

29 funds tracked by Wall St. Rank hold DSUM as of Q1 2018.

Financial Gravity Companies held 3,642 shares of Invesco Chinese Yuan Dim Sum Bond ETF worth $88K as of Q1 2018.
Invesco Chinese Yuan Dim Sum Bond ETF was a new Financial Gravity Companies position in Q1 2018.
Invesco Chinese Yuan Dim Sum Bond ETF made up 0.09% of Financial Gravity Companies's portfolio in Q1 2018, its #214 holding.
29 funds tracked by Wall St. Rank held Invesco Chinese Yuan Dim Sum Bond ETF as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.