Capital Advisory Group Advisory Services’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Capital Advisory Group Advisory Services’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	-150	Closed	-$3K	–	412
2018 Q3	$3K	Hold	150	–	–	﹤0.01%	317
2018 Q2	$3K	Buy	+150	New	+$2.77K	﹤0.01%	304

Other funds holding IFLN

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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 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 $717M AUM 15.39% 1-Year Est. Return

Capital Advisory Group Advisory Services's IFLN Position: Q4 2018 in Review

Capital Advisory Group Advisory Services sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2018, closing a stake of 150 shares — an estimated $3K sold.

Capital Advisory Group Advisory Services first reported a position in IFLN in Q2 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 153 funds tracked by Wall St. Rank hold IFLN as of Q4 2018.

Capital Advisory Group Advisory Services reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2018 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 150 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2018, an estimated $3K.
Capital Advisory Group Advisory Services first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2018 and held it in 2 quarters.
Capital Advisory Group Advisory Services's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $3K in Q3 2018.
153 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2018.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2018, filed 28 May 2020.