LTFS
DWTR

Ladenburg Thalmann Financial Services’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$795K Buy
24,042
+2,110
+10% +$67.3K 0.01% 1447
2019
Q3 		$688K Buy
21,932
+790
+4% +$25.4K ﹤0.01% 1514
2019
Q2 		$663K Sell
21,142
-2,263
-10% -$68.2K ﹤0.01% 1526
2019
Q1 		$696K Sell
23,405
-354
-1% -$9.85K 0.01% 1437
2018
Q4 		$586K Buy
23,759
+6,906
+41% +$186K 0.01% 1420
2018
Q3 		$527K Buy
16,853
+15,553
+1,196% +$481K ﹤0.01% 1566
2018
Q2 		$37K Hold
1,300
– – ﹤0.01% 3474
2018
Q1 		$37K Hold
1,300
– – ﹤0.01% 3474
2017
Q4 		$37K Buy
1,300
+200
+18% +$5.62K ﹤0.01% 3436
2017
Q3 		$30K Hold
1,100
– – ﹤0.01% 3457
2017
Q2 		$28K Sell
1,100
-700
-39% -$17.4K ﹤0.01% 3408
2017
Q1 		$44K Sell
1,800
-226
-11% -$5.59K ﹤0.01% 3018
2016
Q4 		$50K Hold
2,026
– – ﹤0.01% 2851
2016
Q3 		$51K Buy
2,026
+1
+0% +$25 ﹤0.01% 2771
2016
Q2 		$51K Sell
2,025
-4,102
-67% -$97.8K ﹤0.01% 2666
2016
Q1 		$145K Sell
6,127
-3,306
-35% -$75K ﹤0.01% 1826
2015
Q4 		$238K Buy
+9,433
New +$242K ﹤0.01% 1467

Other funds holding DWTR

WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ladenburg Thalmann Financial Services's DWTR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Invesco DWA Tactical Sector Rotation ETF (DWTR) stake by 9.6% in Q4 2019, buying an estimated $67.3K and bringing the position to 24,042 shares worth $795K. The position accounts for 0.01% of the portfolio, ranked #1447.

Ladenburg Thalmann Financial Services first reported a position in DWTR in Q4 2015 and has held it in 17 quarters since. 31 funds tracked by Wall St. Rank hold DWTR as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 24,042 shares of Invesco DWA Tactical Sector Rotation ETF worth $795K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 2,110 Invesco DWA Tactical Sector Rotation ETF shares in Q4 2019, an estimated $67.3K.
  • Invesco DWA Tactical Sector Rotation ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1447 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q4 2015 and has held it in 17 quarters since.
  • 31 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.