MIAN
DWTR

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

Mariner Independent Advisor Network’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
Q1 		– Sell
-11,415
Closed -$277K – 366
2016
Q4 		$277K Buy
+11,415
New +$279K 0.04% 150

Other funds holding DWTR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Mariner Independent Advisor Network's DWTR Position: Q1 2017 in Review

Mariner Independent Advisor Network sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q1 2017, closing a stake of 11,415 shares — an estimated $277K sold.

Mariner Independent Advisor Network first reported a position in DWTR in Q4 2016 and held it in 1 quarter. The position peaked at $277K in Q4 2016. 29 funds tracked by Wall St. Rank hold DWTR as of Q1 2017.

  • Mariner Independent Advisor Network reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q1 2017 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 11,415 Invesco DWA Tactical Sector Rotation ETF shares in Q1 2017, an estimated $277K.
  • Mariner Independent Advisor Network first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q4 2016 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Invesco DWA Tactical Sector Rotation ETF position peaked at $277K in Q4 2016.
  • 29 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q1 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2017, filed 15 May 2017.