SMG
DWTR

Spectrum Management Group’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Spectrum Management Group’s Portfolio DWTR Stock Details DWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-2,210
Closed -$52K – 242
2016
Q1 		$52K Buy
2,210
+1,200
+119% +$27.2K 0.02% 135
2015
Q4 		$25K Buy
+1,010
New +$25.9K 0.01% 147

Other funds holding DWTR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Spectrum Management Group's DWTR Position: Q2 2016 in Review

Spectrum Management Group sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q2 2016, closing a stake of 2,210 shares — an estimated $52K sold.

Spectrum Management Group first reported a position in DWTR in Q4 2015 and held it in 2 quarters. The position peaked at $52K in Q1 2016. 31 funds tracked by Wall St. Rank hold DWTR as of Q2 2016.

  • Spectrum Management Group reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q2 2016 after selling out during the quarter.
  • Spectrum Management Group sold 2,210 Invesco DWA Tactical Sector Rotation ETF shares in Q2 2016, an estimated $52K.
  • Spectrum Management Group first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q4 2015 and held it in 2 quarters.
  • Spectrum Management Group's Invesco DWA Tactical Sector Rotation ETF position peaked at $52K in Q1 2016.
  • 31 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q2 2016.

Based on Spectrum Management Group's 13F filing for Q2 2016, filed 28 Jul 2016.