Snowden Capital Advisors’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

Snowden Capital 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
2018 Q1	–	Sell	-8,931	Closed	-$240K	–	443
2017 Q4	$240K	Buy	8,931 +16	+0.2%	+$433	0.03%	362
2017 Q3	$245K	Buy	8,915 +15	+0.2%	+$412	0.04%	339
2017 Q2	$247K	Sell	8,900 -910	-9%	-$25.3K	0.05%	310
2017 Q1	$275K	Buy	+9,810	New	+$273K	0.06%	284

Other funds holding DWIN

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

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

RJA

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Snowden Capital Advisors's DWIN Position: Q1 2018 in Review

Snowden Capital Advisors sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q1 2018, closing a stake of 8,931 shares — an estimated $240K sold.

Snowden Capital Advisors first reported a position in DWIN in Q1 2017 and held it in 4 quarters. The position peaked at $275K in Q1 2017. 32 funds tracked by Wall St. Rank hold DWIN as of Q1 2018.

Snowden Capital Advisors reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q1 2018 after selling out during the quarter.
Snowden Capital Advisors sold 8,931 Invesco DWA Tactical Multi-Asset Income ETF shares in Q1 2018, an estimated $240K.
Snowden Capital Advisors first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q1 2017 and held it in 4 quarters.
Snowden Capital Advisors's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $275K in Q1 2017.
32 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q1 2018.

Based on Snowden Capital Advisors's 13F filing for Q1 2018, filed 8 Jan 2024.