CWA
IFLN

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

Clarus Wealth 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
Q3 		– Sell
-2,585
Closed -$49K – 441
2019
Q2 		$49K Hold
2,585
– – 0.04% 272
2019
Q1 		$48K Sell
2,585
-364
-12% -$6.7K 0.04% 302
2018
Q4 		$52K Hold
2,949
– – 0.08% 254
2018
Q3 		$55K Sell
2,949
-1,780
-38% -$32.9K 0.04% 282
2018
Q2 		$88K Buy
+4,729
New +$87.3K 0.07% 214

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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Clarus Wealth Advisors's IFLN Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2019, closing a stake of 2,585 shares — an estimated $49K sold.

Clarus Wealth Advisors first reported a position in IFLN in Q2 2018 and held it in 5 quarters. The position peaked at $88K in Q2 2018. 146 funds tracked by Wall St. Rank hold IFLN as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,585 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2019, an estimated $49K.
  • Clarus Wealth Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $88K in Q2 2018.
  • 146 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.