AG
IFLN

Advisor Group’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Advisor Group’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
2019
Q4 		$754K Sell
39,233
-183
-0.5% -$3.49K 0.01% 1386
2019
Q3 		$750K Buy
39,416
+10,972
+39% +$208K 0.01% 1330
2019
Q2 		$540K Sell
28,444
-340
-1% -$6.38K ﹤0.01% 1557
2019
Q1 		$537K Buy
28,784
+5,443
+23% +$100K ﹤0.01% 1537
2018
Q4 		$414K Buy
23,341
+2,927
+14% +$53K ﹤0.01% 1545
2018
Q3 		$378K Buy
20,414
+822
+4% +$15.2K ﹤0.01% 1678
2018
Q2 		$358K Sell
19,592
-86
-0.4% -$1.59K ﹤0.01% 1564
2018
Q1 		$364K Sell
19,678
-6,894
-26% -$129K 0.01% 1543
2017
Q4 		$503K Buy
26,572
+1,797
+7% +$34.1K 0.01% 1326
2017
Q3 		$473K Buy
24,775
+4,928
+25% +$93.6K 0.01% 1237
2017
Q2 		$377K Buy
19,847
+843
+4% +$16K 0.01% 1332
2017
Q1 		$358K Buy
19,004
+7,723
+68% +$145K 0.01% 1273
2016
Q4 		$212K Buy
11,281
+2,948
+35% +$55.2K ﹤0.01% 1501
2016
Q3 		$157K Buy
8,333
+278
+3% +$5.2K ﹤0.01% 1696
2016
Q2 		$146K Buy
+8,055
New +$146K ﹤0.01% 1678

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
PIN
Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

Advisor Group's IFLN Position: Q4 2019 in Review

Advisor Group reduced its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 0.46% in Q4 2019, selling an estimated $3.49K and leaving 39,233 shares worth $754K. The position accounts for 0.01% of the portfolio, ranked #1386.

Advisor Group first reported a position in IFLN in Q2 2016 and has held it in 15 quarters since. 152 funds tracked by Wall St. Rank hold IFLN as of Q4 2019.

  • Advisor Group held 39,233 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $754K as of Q4 2019.
  • Advisor Group sold 183 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2019, an estimated $3.49K.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1386 holding.
  • Advisor Group first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2016 and has held it in 15 quarters since.
  • 152 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.