WA
DWTR

WFG Advisors’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

WFG Advisors’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
2016
Q3 		– Sell
-402
Closed -$10K – 1733
2016
Q2 		$10K Buy
402
+1
+0.2% +$24 ﹤0.01% 1110
2016
Q1 		$9K Hold
401
– – ﹤0.01% 1086
2015
Q4 		$10K Buy
+401
New +$10.3K ﹤0.01% 1093

Other funds holding DWTR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

WFG Advisors's DWTR Position: Q3 2016 in Review

WFG Advisors sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q3 2016, closing a stake of 402 shares — an estimated $10K sold.

WFG Advisors first reported a position in DWTR in Q4 2015 and held it in 3 quarters. The position peaked at $10K in Q2 2016. 25 funds tracked by Wall St. Rank hold DWTR as of Q3 2016.

  • WFG Advisors reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q3 2016 after selling out during the quarter.
  • WFG Advisors sold 402 Invesco DWA Tactical Sector Rotation ETF shares in Q3 2016, an estimated $10K.
  • WFG Advisors first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q4 2015 and held it in 3 quarters.
  • WFG Advisors's Invesco DWA Tactical Sector Rotation ETF position peaked at $10K in Q2 2016.
  • 25 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.