Schneider Downs Wealth Management Advisors’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

Schneider Downs Wealth Management Advisors’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
2019 Q4	–	Sell	-11,495	Closed	-$295K	–	72
2019 Q3	$295K	Buy	11,495 +45	+0.4%	+$1.15K	0.09%	49
2019 Q2	$291K	Buy	11,450 +41	+0.4%	+$1.03K	0.1%	52
2019 Q1	$285K	Buy	11,409 +73	+0.6%	+$1.79K	0.11%	53
2018 Q4	$271K	Buy	11,336 +39	+0.3%	+$946	0.12%	46
2018 Q3	$283K	Buy	11,297 +43	+0.4%	+$1.09K	0.18%	42
2018 Q2	$287K	Buy	11,254 +41	+0.4%	+$1.03K	0.19%	41
2018 Q1	$283K	Buy	+11,213	New	+$292K	0.16%	42

Other funds holding DWIN

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's DWIN Position: Q4 2019 in Review

Schneider Downs Wealth Management Advisors sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q4 2019, closing a stake of 11,495 shares — an estimated $295K sold.

Schneider Downs Wealth Management Advisors first reported a position in DWIN in Q1 2018 and held it in 7 quarters. The position peaked at $295K in Q3 2019. 20 funds tracked by Wall St. Rank hold DWIN as of Q4 2019.

Schneider Downs Wealth Management Advisors reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q4 2019 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 11,495 Invesco DWA Tactical Multi-Asset Income ETF shares in Q4 2019, an estimated $295K.
Schneider Downs Wealth Management Advisors first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q1 2018 and held it in 7 quarters.
Schneider Downs Wealth Management Advisors's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $295K in Q3 2019.
20 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q4 2019.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2019, filed 23 Jan 2020.