Global Financial Private Capital’s Invesco DWA Momentum & Low Volatility Rotation ETF DWLV Stock Holding History

Global Financial Private Capital’s Portfolio DWLV Stock Details DWLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-11,098	Closed	-$372K	–	538
2018 Q3	$372K	Sell	11,098 -5,191	-32%	-$174K	0.01%	425
2018 Q2	$530K	Sell	16,289 -26,491	-62%	-$855K	0.02%	358
2018 Q1	$1.34M	Buy	+42,780	New	+$1.36M	0.05%	231

Other funds holding DWLV

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

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

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

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

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

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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Global Financial Private Capital's DWLV Position: Q4 2018 in Review

Global Financial Private Capital sold out of Invesco DWA Momentum & Low Volatility Rotation ETF (DWLV) in Q4 2018, closing a stake of 11,098 shares — an estimated $372K sold.

Global Financial Private Capital first reported a position in DWLV in Q1 2018 and held it in 3 quarters. The position peaked at $1.34M in Q1 2018. 11 funds tracked by Wall St. Rank hold DWLV as of Q4 2018.

Global Financial Private Capital reported no remaining Invesco DWA Momentum & Low Volatility Rotation ETF position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 11,098 Invesco DWA Momentum & Low Volatility Rotation ETF shares in Q4 2018, an estimated $372K.
Global Financial Private Capital first reported a position in Invesco DWA Momentum & Low Volatility Rotation ETF in Q1 2018 and held it in 3 quarters.
Global Financial Private Capital's Invesco DWA Momentum & Low Volatility Rotation ETF position peaked at $1.34M in Q1 2018.
11 funds tracked by Wall St. Rank held Invesco DWA Momentum & Low Volatility Rotation ETF as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.