CCP
IFLN

Cardan Capital Partners’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Cardan Capital Partners’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
Q1 		– Sell
-673,390
Closed -$11.9M – 180
2018
Q4 		$11.9M Buy
673,390
+12,498
+2% +$226K 2.09% 14
2018
Q3 		$12.2M Buy
660,892
+41,519
+7% +$768K 1.92% 14
2018
Q2 		$11.3M Buy
619,373
+3,075
+0.5% +$56.8K 1.85% 16
2018
Q1 		$11.4M Sell
616,298
-45,762
-7% -$856K 1.89% 16
2017
Q4 		$12.5M Buy
662,060
+36,243
+6% +$688K 2.37% 11
2017
Q3 		$11.9M Buy
625,817
+62,581
+11% +$1.19M 2.38% 10
2017
Q2 		$10.7M Buy
563,236
+55,116
+11% +$1.04M 2.09% 13
2017
Q1 		$9.56M Buy
508,120
+25,547
+5% +$481K 2% 12
2016
Q4 		$9.07M Buy
482,573
+14,157
+3% +$265K 2.02% 13
2016
Q3 		$8.84M Buy
468,416
+22,168
+5% +$415K 1.97% 14
2016
Q2 		$8.21M Buy
446,248
+32,881
+8% +$596K 2.02% 13
2016
Q1 		$7.36M Buy
+413,367
New +$7.15M 1.84% 14

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Cardan Capital Partners's IFLN Position: Q1 2019 in Review

Cardan Capital Partners sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2019, closing a stake of 673,390 shares — an estimated $11.9M sold.

Cardan Capital Partners first reported a position in IFLN in Q1 2016 and held it in 12 quarters. The position peaked at $12.5M in Q4 2017. 152 funds tracked by Wall St. Rank hold IFLN as of Q1 2019.

  • Cardan Capital Partners reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2019 after selling out during the quarter.
  • Cardan Capital Partners sold 673,390 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2019, an estimated $11.9M.
  • Cardan Capital Partners first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2016 and held it in 12 quarters.
  • Cardan Capital Partners's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $12.5M in Q4 2017.
  • 152 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2019.

Based on Cardan Capital Partners's 13F filing for Q1 2019, filed 9 Apr 2019.