CA
IFLN

Cetera Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Cetera Advisors’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
Q2 		– Sell
-2,713
Closed -$50K – 1178
2019
Q1 		$50K Sell
2,713
-15,670
-85% -$289K ﹤0.01% 969
2018
Q4 		$325K Sell
18,383
-188,837
-91% -$3.42M 0.02% 611
2018
Q3 		$3.84M Buy
207,220
+40,889
+25% +$756K 0.19% 123
2018
Q2 		$3.04M Sell
166,331
-646
-0.4% -$11.9K 0.18% 135
2018
Q1 		$3.08M Sell
166,977
-1,444
-0.9% -$27K 0.19% 135
2017
Q4 		$3.19M Buy
168,421
+7,323
+5% +$139K 0.19% 117
2017
Q3 		$3.07M Buy
161,098
+458
+0.3% +$8.7K 0.19% 129
2017
Q2 		$3.05M Sell
160,640
-62,689
-28% -$1.19M 0.19% 127
2017
Q1 		$4.2M Buy
223,329
+21,762
+11% +$410K 0.28% 82
2016
Q4 		$3.79M Buy
201,567
+7,975
+4% +$149K 0.29% 79
2016
Q3 		$3.65M Buy
193,592
+130,599
+207% +$2.44M 0.28% 80
2016
Q2 		$1.16M Buy
62,993
+40,042
+174% +$726K 0.09% 236
2016
Q1 		$408K Buy
22,951
+11,808
+106% +$204K 0.03% 450
2015
Q4 		$194K Sell
11,143
-1,754
-14% -$31.4K 0.02% 639
2015
Q3 		$229K Buy
12,897
+415
+3% +$7.61K 0.02% 571
2015
Q2 		$233K Sell
12,482
-350
-3% -$6.63K 0.02% 610
2015
Q1 		$243K Sell
12,832
-4,179
-25% -$79.1K 0.02% 568
2014
Q4 		$323K Sell
17,011
-471
-3% -$8.93K 0.03% 466
2014
Q3 		$335K Buy
17,482
+5,077
+41% +$98.3K 0.03% 430
2014
Q2 		$243K Buy
12,405
+1,628
+15% +$31.8K 0.03% 489
2014
Q1 		$209K Buy
+10,777
New +$209K 0.03% 486

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Cetera Advisors's IFLN Position: Q2 2019 in Review

Cetera Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2019, closing a stake of 2,713 shares — an estimated $50K sold.

Cetera Advisors first reported a position in IFLN in Q1 2014 and held it in 21 quarters. The position peaked at $4.2M in Q1 2017. 144 funds tracked by Wall St. Rank hold IFLN as of Q2 2019.

  • Cetera Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2019 after selling out during the quarter.
  • Cetera Advisors sold 2,713 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2019, an estimated $50K.
  • Cetera Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2014 and held it in 21 quarters.
  • Cetera Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $4.2M in Q1 2017.
  • 144 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2019.

Based on Cetera Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.