LPL Financial’s Invesco DWA Momentum & Low Volatility Rotation ETF DWLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-55,329
Closed -$1.52M 3275
2018
Q4
$1.52M Sell
55,329
-3,085
-5% -$92.4K ﹤0.01% 1233
2018
Q3
$1.96M Buy
58,414
+5,316
+10% +$178K ﹤0.01% 1196
2018
Q2
$1.73M Buy
53,098
+7,130
+16% +$230K ﹤0.01% 1234
2018
Q1
$1.44M Buy
+45,968
New +$1.46M ﹤0.01% 1336
2017
Q1
Sell
-9,887
Closed -$254K 2849
2016
Q4
$254K Buy
+9,887
New +$249K ﹤0.01% 2308

LPL Financial's DWLV Position: Q1 2019 in Review

LPL Financial sold out of Invesco DWA Momentum & Low Volatility Rotation ETF (DWLV) in Q1 2019, closing a stake of 55,329 shares — an estimated $1.52M sold.

LPL Financial first reported a position in DWLV in Q4 2016 and held it in 5 quarters. The position peaked at $1.96M in Q3 2018. 0 funds tracked by Wall St. Rank hold DWLV as of Q1 2019.

  • LPL Financial reported no remaining Invesco DWA Momentum & Low Volatility Rotation ETF position as of Q1 2019 after selling out during the quarter.
  • LPL Financial sold 55,329 Invesco DWA Momentum & Low Volatility Rotation ETF shares in Q1 2019, an estimated $1.52M.
  • LPL Financial first reported a position in Invesco DWA Momentum & Low Volatility Rotation ETF in Q4 2016 and held it in 5 quarters.
  • LPL Financial's Invesco DWA Momentum & Low Volatility Rotation ETF position peaked at $1.96M in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Invesco DWA Momentum & Low Volatility Rotation ETF as of Q1 2019.

Based on LPL Financial's 13F filing for Q1 2019, filed 8 May 2019.