RJA
DWLV

Raymond James & Associates’s Invesco DWA Momentum & Low Volatility Rotation ETF DWLV Stock Holding History

Raymond James & Associates’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
-13,380
Closed -$448K – 3781
2018
Q3 		$448K Buy
+13,380
New +$447K ﹤0.01% 2784

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

Raymond James & Associates's DWLV Position: Q4 2018 in Review

Raymond James & Associates sold out of Invesco DWA Momentum & Low Volatility Rotation ETF (DWLV) in Q4 2018, closing a stake of 13,380 shares — an estimated $448K sold.

Raymond James & Associates first reported a position in DWLV in Q3 2018 and held it in 1 quarter. The position peaked at $448K in Q3 2018. 11 funds tracked by Wall St. Rank hold DWLV as of Q4 2018.

  • Raymond James & Associates reported no remaining Invesco DWA Momentum & Low Volatility Rotation ETF position as of Q4 2018 after selling out during the quarter.
  • Raymond James & Associates sold 13,380 Invesco DWA Momentum & Low Volatility Rotation ETF shares in Q4 2018, an estimated $448K.
  • Raymond James & Associates first reported a position in Invesco DWA Momentum & Low Volatility Rotation ETF in Q3 2018 and held it in 1 quarter.
  • Raymond James & Associates's Invesco DWA Momentum & Low Volatility Rotation ETF position peaked at $448K in Q3 2018.
  • 11 funds tracked by Wall St. Rank held Invesco DWA Momentum & Low Volatility Rotation ETF as of Q4 2018.

Based on Raymond James & Associates's 13F filing for Q4 2018, filed 11 Feb 2019.