IFP Advisors’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

IFP Advisors’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 Q2	–	Sell	-686	Closed	-$18K	–	4314
2018 Q1	$18K	Hold	686	–	–	﹤0.01%	2478
2017 Q4	$18K	Hold	686	–	–	﹤0.01%	2514
2017 Q3	$19K	Hold	686	–	–	﹤0.01%	2652
2017 Q2	$19K	Hold	686	–	–	﹤0.01%	2637
2017 Q1	$19K	Hold	686	–	–	﹤0.01%	2555
2016 Q4	$19K	Hold	686	–	–	﹤0.01%	2522
2016 Q3	$19K	Hold	686	–	–	﹤0.01%	2458
2016 Q2	$19K	Buy	+686	New	+$18.1K	﹤0.01%	2397

Other funds holding DWIN

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

RJFSA

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

IFP Advisors's DWIN Position: Q2 2018 in Review

IFP Advisors sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q2 2018, closing a stake of 686 shares — an estimated $18K sold.

IFP Advisors first reported a position in DWIN in Q2 2016 and held it in 8 quarters. The position peaked at $19K in Q3 2017. 30 funds tracked by Wall St. Rank hold DWIN as of Q2 2018.

IFP Advisors reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q2 2018 after selling out during the quarter.
IFP Advisors sold 686 Invesco DWA Tactical Multi-Asset Income ETF shares in Q2 2018, an estimated $18K.
IFP Advisors first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q2 2016 and held it in 8 quarters.
IFP Advisors's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $19K in Q3 2017.
30 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.