WP
DWTR

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

WealthPLAN 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
2017
Q2 		– Sell
-17,550
Closed -$423K – 466
2017
Q1 		$423K Buy
+17,550
New +$434K 1.47% 12
2016
Q3 		$14.1M Sell
573,937
-513,190
-47% -$13M 4.6% 5
2016
Q2 		$14M Buy
+1,087,127
New +$25.9M 1.8% 13
2015
Q4 		$6.29M Buy
+635,246
New +$16.3M 1.02% 19

Other funds holding DWTR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $214M AUM 41.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

WealthPLAN Partners's DWTR Position: Q2 2017 in Review

WealthPLAN Partners sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q2 2017, closing a stake of 17,550 shares — an estimated $423K sold.

WealthPLAN Partners first reported a position in DWTR in Q4 2015 and held it in 4 quarters. The position peaked at $14.1M in Q3 2016. 25 funds tracked by Wall St. Rank hold DWTR as of Q2 2017.

  • WealthPLAN Partners reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 17,550 Invesco DWA Tactical Sector Rotation ETF shares in Q2 2017, an estimated $423K.
  • WealthPLAN Partners first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Invesco DWA Tactical Sector Rotation ETF position peaked at $14.1M in Q3 2016.
  • 25 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.