AIM
IFLN

Advantage Investment Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Advantage Investment Management’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
Q4 		– Sell
-5,377
Closed -$100K – 1054
2018
Q3 		$100K Sell
5,377
-14
-0.3% -$259 0.07% 275
2018
Q2 		$99K Sell
5,391
-63
-1% -$1.16K 0.07% 253
2018
Q1 		$101K Sell
5,454
-1,363
-20% -$25.5K 0.04% 245
2017
Q4 		$129K Sell
6,817
-3,875
-36% -$73.6K 0.04% 227
2017
Q3 		$204K Buy
10,692
+1,704
+19% +$32.4K 0.07% 169
2017
Q2 		$171K Buy
8,988
+1,510
+20% +$28.6K 0.06% 178
2017
Q1 		$141K Buy
7,478
+925
+14% +$17.4K 0.06% 181
2016
Q4 		$123K Buy
6,553
+374
+6% +$7K 0.05% 195
2016
Q3 		$117K Sell
6,179
-444
-7% -$8.31K 0.04% 199
2016
Q2 		$122K Buy
6,623
+213
+3% +$3.86K 0.06% 198
2016
Q1 		$114K Buy
6,410
+9
+0.1% +$156 0.05% 200
2015
Q4 		$112K Sell
6,401
-1,378
-18% -$24.7K 0.06% 218
2015
Q3 		$139K Sell
7,779
-1,556
-17% -$28.5K 0.08% 151
2015
Q2 		$174K Sell
9,335
-23,324
-71% -$442K 0.08% 153
2015
Q1 		$620K Buy
32,659
+683
+2% +$12.9K 0.35% 67
2014
Q4 		$601K Buy
+31,976
New +$606K 0.45% 51

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Advantage Investment Management's IFLN Position: Q4 2018 in Review

Advantage Investment Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2018, closing a stake of 5,377 shares — an estimated $100K sold.

Advantage Investment Management first reported a position in IFLN in Q4 2014 and held it in 16 quarters. The position peaked at $620K in Q1 2015. 153 funds tracked by Wall St. Rank hold IFLN as of Q4 2018.

  • Advantage Investment Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2018 after selling out during the quarter.
  • Advantage Investment Management sold 5,377 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2018, an estimated $100K.
  • Advantage Investment Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2014 and held it in 16 quarters.
  • Advantage Investment Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $620K in Q1 2015.
  • 153 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.