IFG Advisory’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

IFG Advisory’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	-12,126	Closed	-$341K	–	397
2018 Q2	$341K	Buy	12,126 +2,227	+22%	+$56.1K	0.07%	253
2018 Q1	$266K	Sell	9,899 -4,143	-30%	-$108K	0.06%	292
2017 Q4	$385K	Buy	+14,042	New	+$380K	0.09%	217

Other funds holding DWIN

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.93B AUM 18.43% 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

IFG Advisory's DWIN Position: Q3 2018 in Review

IFG Advisory sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q3 2018, closing a stake of 12,126 shares — an estimated $341K sold.

IFG Advisory first reported a position in DWIN in Q4 2017 and held it in 3 quarters. The position peaked at $385K in Q4 2017. 29 funds tracked by Wall St. Rank hold DWIN as of Q3 2018.

IFG Advisory reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q3 2018 after selling out during the quarter.
IFG Advisory sold 12,126 Invesco DWA Tactical Multi-Asset Income ETF shares in Q3 2018, an estimated $341K.
IFG Advisory first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q4 2017 and held it in 3 quarters.
IFG Advisory's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $385K in Q4 2017.
29 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q3 2018.

Based on IFG Advisory's 13F filing for Q3 2018, filed 5 Nov 2018.