AWA
IFLN

Acorn Wealth Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Acorn Wealth Advisors’s Portfolio IFLN Stock Details IFLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-742
Closed -$14K – 342
2018
Q2 		$14K Hold
742
– – 0.01% 451
2018
Q1 		$14K Hold
742
– – 0.01% 450
2017
Q4 		$14K Buy
+742
New +$14.1K 0.01% 436

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

Acorn Wealth Advisors's IFLN Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2018, closing a stake of 742 shares — an estimated $14K sold.

Acorn Wealth Advisors first reported a position in IFLN in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q2 2018. 155 funds tracked by Wall St. Rank hold IFLN as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 742 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2018, an estimated $14K.
  • Acorn Wealth Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $14K in Q2 2018.
  • 155 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.