MML Investors Services
DWTR

MML Investors Services’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

MML Investors 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
2018
Q1 		– Sell
-8,420
Closed -$238K – 1493
2017
Q4 		$238K Buy
8,420
+8
+0.1% +$225 ﹤0.01% 1224
2017
Q3 		$228K Buy
+8,412
New +$218K ﹤0.01% 1147

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MML Investors Services's DWTR Position: Q1 2018 in Review

MML Investors Services sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q1 2018, closing a stake of 8,420 shares — an estimated $238K sold.

MML Investors Services first reported a position in DWTR in Q3 2017 and held it in 2 quarters. The position peaked at $238K in Q4 2017. 28 funds tracked by Wall St. Rank hold DWTR as of Q1 2018.

  • MML Investors Services reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q1 2018 after selling out during the quarter.
  • MML Investors Services sold 8,420 Invesco DWA Tactical Sector Rotation ETF shares in Q1 2018, an estimated $238K.
  • MML Investors Services first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q3 2017 and held it in 2 quarters.
  • MML Investors Services's Invesco DWA Tactical Sector Rotation ETF position peaked at $238K in Q4 2017.
  • 28 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q1 2018.

Based on MML Investors Services's 13F filing for Q1 2018, filed 11 May 2018.