MFS
DWIN

MSI Financial Services’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

MSI Financial Services’s Portfolio DWIN Stock Details DWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$15K Hold
538
– – ﹤0.01% 2595
2016
Q3 		$15K Buy
+538
New +$15K ﹤0.01% 2578

Other funds holding DWIN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MSI Financial Services's DWIN Position: Q4 2016 in Review

MSI Financial Services held its Invesco DWA Tactical Multi-Asset Income ETF (DWIN) position steady in Q4 2016 at 538 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2595.

MSI Financial Services first reported a position in DWIN in Q3 2016 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold DWIN as of Q4 2016.

  • MSI Financial Services held 538 shares of Invesco DWA Tactical Multi-Asset Income ETF worth $15K as of Q4 2016.
  • MSI Financial Services left its Invesco DWA Tactical Multi-Asset Income ETF share count unchanged in Q4 2016.
  • Invesco DWA Tactical Multi-Asset Income ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2595 holding.
  • MSI Financial Services first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q3 2016 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.