MWPCG
DWTR

Measured Wealth Private Client Group’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-350
Closed -$11K – 811
2018
Q3 		$11K Buy
+350
New +$10.8K 0.01% 608

Other funds holding DWTR

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Measured Wealth Private Client Group's DWTR Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q4 2018, closing a stake of 350 shares — an estimated $11K sold.

Measured Wealth Private Client Group first reported a position in DWTR in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 31 funds tracked by Wall St. Rank hold DWTR as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 350 Invesco DWA Tactical Sector Rotation ETF shares in Q4 2018, an estimated $11K.
  • Measured Wealth Private Client Group first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Invesco DWA Tactical Sector Rotation ETF position peaked at $11K in Q3 2018.
  • 31 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.