Janney Montgomery Scott’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

Janney Montgomery Scott’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 Q1	–	Sell	-78,615	Closed	-$2.11M	–	2071
2017 Q4	$2.11M	Buy	78,615 +840	+1%	+$22.7K	0.02%	629
2017 Q3	$2.14M	Sell	77,775 -19,078	-20%	-$524K	0.02%	587
2017 Q2	$2.68M	Sell	96,853 -49,280	-34%	-$1.37M	0.03%	470
2017 Q1	$4.09M	Sell	146,133 -43,077	-23%	-$1.2M	0.05%	342
2016 Q4	$5.18M	Buy	189,210 +43,865	+30%	+$1.19M	0.08%	269
2016 Q3	$4.04M	Buy	+145,345	New	+$4.06M	0.07%	271

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Janney Montgomery Scott's DWIN Position: Q1 2018 in Review

Janney Montgomery Scott sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q1 2018, closing a stake of 78,615 shares — an estimated $2.11M sold.

Janney Montgomery Scott first reported a position in DWIN in Q3 2016 and held it in 6 quarters. The position peaked at $5.18M in Q4 2016. 32 funds tracked by Wall St. Rank hold DWIN as of Q1 2018.

Janney Montgomery Scott reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q1 2018 after selling out during the quarter.
Janney Montgomery Scott sold 78,615 Invesco DWA Tactical Multi-Asset Income ETF shares in Q1 2018, an estimated $2.11M.
Janney Montgomery Scott first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q3 2016 and held it in 6 quarters.
Janney Montgomery Scott's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $5.18M in Q4 2016.
32 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q1 2018.

Based on Janney Montgomery Scott's 13F filing for Q1 2018, filed 19 Apr 2018.