Global Retirement Partners’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Global Retirement Partners’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	-800	Closed	-$25K	–	1731
2019 Q2	$25K	Hold	800	–	–	﹤0.01%	816
2019 Q1	$24K	Hold	800	–	–	0.01%	766
2018 Q4	$20K	Hold	800	–	–	0.01%	751
2018 Q3	$25K	Hold	800	–	–	0.01%	749
2018 Q2	$24K	Hold	800	–	–	0.01%	748
2018 Q1	$23K	Buy	+800	New	+$23.3K	0.01%	724

Other funds holding DWTR

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Global Retirement Partners's DWTR Position: Q3 2019 in Review

Global Retirement Partners sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q3 2019, closing a stake of 800 shares — an estimated $25K sold.

Global Retirement Partners first reported a position in DWTR in Q1 2018 and held it in 6 quarters. The position peaked at $25K in Q2 2019. 29 funds tracked by Wall St. Rank hold DWTR as of Q3 2019.

Global Retirement Partners reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q3 2019 after selling out during the quarter.
Global Retirement Partners sold 800 Invesco DWA Tactical Sector Rotation ETF shares in Q3 2019, an estimated $25K.
Global Retirement Partners first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q1 2018 and held it in 6 quarters.
Global Retirement Partners's Invesco DWA Tactical Sector Rotation ETF position peaked at $25K in Q2 2019.
29 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q3 2019.

Based on Global Retirement Partners's 13F filing for Q3 2019, filed 19 Nov 2019.