First Allied Advisory Services’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-500	Closed	-$13K	–	1706
2019 Q3	$13K	Buy	+500	New	+$12.8K	﹤0.01%	1520
2018 Q1	–	Sell	-1,115	Closed	-$30K	–	1594
2017 Q4	$30K	Buy	+1,115	New	+$30.2K	﹤0.01%	1363

Other funds holding DWIN

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 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

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

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

First Allied Advisory Services's DWIN Position: Q4 2019 in Review

First Allied Advisory Services sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q4 2019, closing a stake of 500 shares — an estimated $13K sold.

First Allied Advisory Services first reported a position in DWIN in Q4 2017 and held it in 2 quarters. The position peaked at $30K in Q4 2017. 20 funds tracked by Wall St. Rank hold DWIN as of Q4 2019.

First Allied Advisory Services reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 500 Invesco DWA Tactical Multi-Asset Income ETF shares in Q4 2019, an estimated $13K.
First Allied Advisory Services first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $30K in Q4 2017.
20 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.