Wagner Wealth Management (South Carolina)’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018 Q3	$37K	Hold	1,160	–	–	0.02%	277
2018 Q2	$34K	Hold	1,160	–	–	0.02%	264
2018 Q1	$33K	Hold	1,160	–	–	0.03%	251
2017 Q4	$34K	Buy	+1,160	New	+$32.6K	0.03%	253

Other funds holding DWTR

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 DWTR Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Invesco DWA Tactical Sector Rotation ETF (DWTR) position steady in Q3 2018 at 1,160 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #277.

Wagner Wealth Management (South Carolina) first reported a position in DWTR in Q4 2017 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold DWTR as of Q3 2018.

Wagner Wealth Management (South Carolina) held 1,160 shares of Invesco DWA Tactical Sector Rotation ETF worth $37K as of Q3 2018.
Wagner Wealth Management (South Carolina) left its Invesco DWA Tactical Sector Rotation ETF share count unchanged in Q3 2018.
Invesco DWA Tactical Sector Rotation ETF made up 0.02% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #277 holding.
Wagner Wealth Management (South Carolina) first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q4 2017 and has held it in 4 quarters since.
33 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q3 2018.

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