CAS
IFLN

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

Cascadia 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
2019
Q4 		$3.09M Buy
+160,589
New +$3.06M 0.88% 19

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
PIN
Prudent Investors Network Lake Forest, California $516M AUM 14.14% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return

Cascadia Advisory Services's IFLN Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2019: 160,589 shares worth $3.09M. The stake represents 0.88% of the portfolio and ranks #19 among its holdings.

152 funds tracked by Wall St. Rank hold IFLN as of Q4 2019.

  • Cascadia Advisory Services held 160,589 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $3.09M as of Q4 2019.
  • Invesco Bloomberg Enhanced Fallen Angels ETF was a new Cascadia Advisory Services position in Q4 2019.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.88% of Cascadia Advisory Services's portfolio in Q4 2019, its #19 holding.
  • 152 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.