BAM
IFLN

BTS Asset Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

BTS Asset 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
2017
Q4 		– Sell
-139,152
Closed -$2.65M – 9
2017
Q3 		$2.65M Hold
139,152
– – 0.28% 8
2017
Q2 		$2.65M Buy
139,152
+58,164
+72% +$1.1M 0.32% 6
2017
Q1 		$1.52M Sell
80,988
-184,565
-70% -$3.48M 0.21% 7
2016
Q4 		$4.99M Hold
265,553
– – 0.91% 5
2016
Q3 		$5.01M Buy
+265,553
New +$4.97M 1.03% 3

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VM
Value Monitoring Menlo Park, California $1.5M AUM 13.21% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
DDPOM
Delta Dental Plan of Michigan Okemos, Michigan $333M AUM
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BTS Asset Management's IFLN Position: Q4 2017 in Review

BTS Asset Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2017, closing a stake of 139,152 shares — an estimated $2.65M sold.

BTS Asset Management first reported a position in IFLN in Q3 2016 and held it in 5 quarters. The position peaked at $5.01M in Q3 2016. 155 funds tracked by Wall St. Rank hold IFLN as of Q4 2017.

  • BTS Asset Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2017 after selling out during the quarter.
  • BTS Asset Management sold 139,152 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2017, an estimated $2.65M.
  • BTS Asset Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2016 and held it in 5 quarters.
  • BTS Asset Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $5.01M in Q3 2016.
  • 155 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2017.

Based on BTS Asset Management's 13F filing for Q4 2017.