UBS Group
DWIN

UBS Group’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

UBS Group’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
2020
Q1 		– Sell
-24,197
Closed -$620K – 8945
2019
Q4 		$620K Sell
24,197
-2,218
-8% -$56.5K ﹤0.01% 4643
2019
Q3 		$678K Buy
26,415
+179
+0.7% +$4.59K ﹤0.01% 4299
2019
Q2 		$666K Sell
26,236
-1,234
-4% -$31K ﹤0.01% 4084
2019
Q1 		$687K Sell
27,470
-1,930
-7% -$47.5K ﹤0.01% 3842
2018
Q4 		$702K Sell
29,400
-4,216
-13% -$102K ﹤0.01% 3997
2018
Q3 		$842K Buy
33,616
+10,515
+46% +$267K ﹤0.01% 4002
2018
Q2 		$589K Buy
23,101
+3,987
+21% +$100K ﹤0.01% 4194
2018
Q1 		$483K Buy
19,114
+6,800
+55% +$177K ﹤0.01% 4237
2017
Q4 		$331K Buy
12,314
+6,172
+100% +$167K ﹤0.01% 4578
2017
Q3 		$169K Buy
+6,142
New +$169K ﹤0.01% 4963

UBS Group's DWIN Position: Q1 2020 in Review

UBS Group sold out of Invesco DWA Tactical Multi-Asset Income ETF (DWIN) in Q1 2020, closing a stake of 24,197 shares — an estimated $620K sold.

UBS Group first reported a position in DWIN in Q3 2017 and held it in 10 quarters. The position peaked at $842K in Q3 2018. 0 funds tracked by Wall St. Rank hold DWIN as of Q1 2020.

  • UBS Group reported no remaining Invesco DWA Tactical Multi-Asset Income ETF position as of Q1 2020 after selling out during the quarter.
  • UBS Group sold 24,197 Invesco DWA Tactical Multi-Asset Income ETF shares in Q1 2020, an estimated $620K.
  • UBS Group first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q3 2017 and held it in 10 quarters.
  • UBS Group's Invesco DWA Tactical Multi-Asset Income ETF position peaked at $842K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q1 2020.

Based on UBS Group's 13F filing for Q1 2020, filed 1 May 2020.