PAG
DWLV

Private Advisory Group’s Invesco DWA Momentum & Low Volatility Rotation ETF DWLV Stock Holding History

Private Advisory Group’s Portfolio DWLV Stock Details DWLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-13,621
Closed -$425K – 166
2018
Q3 		$425K Buy
+13,621
New +$456K 0.22% 95

Other funds holding DWLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Private Advisory Group's DWLV Position: Q4 2018 in Review

Private Advisory Group sold out of Invesco DWA Momentum & Low Volatility Rotation ETF (DWLV) in Q4 2018, closing a stake of 13,621 shares — an estimated $425K sold.

Private Advisory Group first reported a position in DWLV in Q3 2018 and held it in 1 quarter. The position peaked at $425K in Q3 2018. 11 funds tracked by Wall St. Rank hold DWLV as of Q4 2018.

  • Private Advisory Group reported no remaining Invesco DWA Momentum & Low Volatility Rotation ETF position as of Q4 2018 after selling out during the quarter.
  • Private Advisory Group sold 13,621 Invesco DWA Momentum & Low Volatility Rotation ETF shares in Q4 2018, an estimated $425K.
  • Private Advisory Group first reported a position in Invesco DWA Momentum & Low Volatility Rotation ETF in Q3 2018 and held it in 1 quarter.
  • Private Advisory Group's Invesco DWA Momentum & Low Volatility Rotation ETF position peaked at $425K in Q3 2018.
  • 11 funds tracked by Wall St. Rank held Invesco DWA Momentum & Low Volatility Rotation ETF as of Q4 2018.

Based on Private Advisory Group's 13F filing for Q4 2018, filed 11 Feb 2019.