Wagner Wealth Management (South Carolina)’s Invesco DWA Tactical Multi-Asset Income ETF DWIN Stock Holding History

Wagner Wealth Management (South Carolina)’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	$86K	Hold	3,420	–	–	0.06%	207
2018 Q2	$87K	Hold	3,420	–	–	0.06%	188
2018 Q1	$86K	Buy	+3,420	New	+$89.2K	0.07%	178

Other funds holding DWIN

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Wagner Wealth Management (South Carolina)'s DWIN Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Invesco DWA Tactical Multi-Asset Income ETF (DWIN) position steady in Q3 2018 at 3,420 shares worth $86K. The position accounts for 0.06% of the portfolio, ranked #207.

Wagner Wealth Management (South Carolina) first reported a position in DWIN in Q1 2018 and has held it in 3 quarters since. The position peaked at $87K in Q2 2018. 29 funds tracked by Wall St. Rank hold DWIN as of Q3 2018.

Wagner Wealth Management (South Carolina) held 3,420 shares of Invesco DWA Tactical Multi-Asset Income ETF worth $86K as of Q3 2018.
Wagner Wealth Management (South Carolina) left its Invesco DWA Tactical Multi-Asset Income ETF share count unchanged in Q3 2018.
Invesco DWA Tactical Multi-Asset Income ETF made up 0.06% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #207 holding.
Wagner Wealth Management (South Carolina) first reported a position in Invesco DWA Tactical Multi-Asset Income ETF in Q1 2018 and has held it in 3 quarters since.
Wagner Wealth Management (South Carolina)'s Invesco DWA Tactical Multi-Asset Income ETF position peaked at $87K in Q2 2018.
29 funds tracked by Wall St. Rank held Invesco DWA Tactical Multi-Asset Income ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.