SFM
DWIN

Signet Financial Management’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

Signet Financial Management’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
2018
Q3 		– Sell
-962
Closed -$25K – 1093
2018
Q2 		$25K Buy
+962
New +$24.2K ﹤0.01% 490

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Signet Financial Management's DWIN Position: Q3 2018 in Review

Signet Financial Management sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q3 2018, closing a stake of 962 shares — an estimated $25K sold.

Signet Financial Management first reported a position in DWIN in Q2 2018 and held it in 1 quarter. The position peaked at $25K in Q2 2018. 29 funds tracked by Wall St. Rank hold DWIN as of Q3 2018.

  • Signet Financial Management reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q3 2018 after selling out during the quarter.
  • Signet Financial Management sold 962 Invesco DWA Tactical Multi-Asset Income ETF shares in Q3 2018, an estimated $25K.
  • Signet Financial Management first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q2 2018 and held it in 1 quarter.
  • Signet Financial Management's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $25K in Q2 2018.
  • 29 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q3 2018.

Based on Signet Financial Management's 13F filing for Q3 2018, filed 14 Nov 2018.