BL
IFLN

BCWM LLC’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

BCWM LLC’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
Q1 		– Sell
-24,771
Closed -$469K – 72
2017
Q4 		$469K Sell
24,771
-61
-0.2% -$1.16K 0.19% 61
2017
Q3 		$474K Buy
24,832
+1,895
+8% +$36K 0.2% 61
2017
Q2 		$436K Buy
22,937
+1,406
+7% +$26.6K 0.19% 62
2017
Q1 		$405K Sell
21,531
-191
-0.9% -$3.6K 0.18% 63
2016
Q4 		$409K Buy
21,722
+503
+2% +$9.42K 0.19% 61
2016
Q3 		$401K Buy
+21,219
New +$397K 0.19% 59

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
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BCWM LLC's IFLN Position: Q1 2018 in Review

BCWM LLC sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2018, closing a stake of 24,771 shares — an estimated $469K sold.

BCWM LLC first reported a position in IFLN in Q3 2016 and held it in 6 quarters. The position peaked at $474K in Q3 2017. 149 funds tracked by Wall St. Rank hold IFLN as of Q1 2018.

  • BCWM LLC reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2018 after selling out during the quarter.
  • BCWM LLC sold 24,771 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2018, an estimated $469K.
  • BCWM LLC first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2016 and held it in 6 quarters.
  • BCWM LLC's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $474K in Q3 2017.
  • 149 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2018.

Based on BCWM LLC's 13F filing for Q1 2018, filed 14 May 2018.