IAA
DWTR

Independent Advisor Alliance’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Independent Advisor Alliance’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
2017
Q2 		– Sell
-79,260
Closed -$1.91M – 430
2017
Q1 		$1.91M Buy
+79,260
New +$1.96M 0.3% 94

Other funds holding DWTR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Independent Advisor Alliance's DWTR Position: Q2 2017 in Review

Independent Advisor Alliance sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q2 2017, closing a stake of 79,260 shares — an estimated $1.91M sold.

Independent Advisor Alliance first reported a position in DWTR in Q1 2017 and held it in 1 quarter. The position peaked at $1.91M in Q1 2017. 25 funds tracked by Wall St. Rank hold DWTR as of Q2 2017.

  • Independent Advisor Alliance reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q2 2017 after selling out during the quarter.
  • Independent Advisor Alliance sold 79,260 Invesco DWA Tactical Sector Rotation ETF shares in Q2 2017, an estimated $1.91M.
  • Independent Advisor Alliance first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q1 2017 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco DWA Tactical Sector Rotation ETF position peaked at $1.91M in Q1 2017.
  • 25 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q2 2017.

Based on Independent Advisor Alliance's 13F filing for Q2 2017, filed 14 Aug 2017.