Wealthcare Advisory Partners’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Wealthcare Advisory Partners’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
2019 Q1	–	Sell	-1,119	Closed	-$28K	–	1307
2018 Q4	$28K	Hold	1,119	–	–	0.01%	563
2018 Q3	$35K	Hold	1,119	–	–	0.01%	549
2018 Q2	$33K	Hold	1,119	–	–	0.01%	557
2018 Q1	$32K	Sell	1,119 -8,885	-89%	-$259K	0.01%	487
2017 Q4	$283K	Sell	10,004 -407	-4%	-$11.4K	0.07%	139
2017 Q3	$282K	Buy	+10,411	New	+$270K	0.08%	118
2017 Q1	–	Sell	-3,846	Closed	-$93K	–	150
2016 Q4	$93K	Buy	+3,846	New	+$94K	0.06%	36

Other funds holding DWTR

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

BRWM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LTFS

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

Wealthcare Advisory Partners's DWTR Position: Q1 2019 in Review

Wealthcare Advisory Partners sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q1 2019, closing a stake of 1,119 shares — an estimated $28K sold.

Wealthcare Advisory Partners first reported a position in DWTR in Q4 2016 and held it in 7 quarters. The position peaked at $283K in Q4 2017. 26 funds tracked by Wall St. Rank hold DWTR as of Q1 2019.

Wealthcare Advisory Partners reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q1 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,119 Invesco DWA Tactical Sector Rotation ETF shares in Q1 2019, an estimated $28K.
Wealthcare Advisory Partners first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q4 2016 and held it in 7 quarters.
Wealthcare Advisory Partners's Invesco DWA Tactical Sector Rotation ETF position peaked at $283K in Q4 2017.
26 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q1 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2019, filed 13 May 2019.