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

Clearwater Capital 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 Q1	–	Sell	-170,200	Closed	-$3.01M	–	196
2018 Q4	$3.01M	Sell	170,200 -50,098	-23%	-$908K	0.66%	49
2018 Q3	$4.08M	Sell	220,298 -7,613	-3%	-$141K	0.8%	37
2018 Q2	$4.17M	Buy	227,911 +5,426	+2%	+$100K	0.85%	35
2018 Q1	$4.12M	Sell	222,485 -5,710	-3%	-$107K	0.85%	33
2017 Q4	$4.32M	Buy	228,195 +21,131	+10%	+$401K	0.95%	28
2017 Q3	$3.95M	Buy	207,064 +22,822	+12%	+$434K	0.92%	30
2017 Q2	$3.49M	Buy	184,242 +51,154	+38%	+$969K	0.89%	33
2017 Q1	$2.51M	Buy	133,088 +55,443	+71%	+$1.04M	0.69%	42
2016 Q4	$1.46M	Buy	77,645 +7,282	+10%	+$136K	0.51%	55
2016 Q3	$1.33M	Buy	70,363 +2,880	+4%	+$53.9K	0.46%	59
2016 Q2	$1.25M	Buy	+67,483	New	+$1.22M	0.46%	59

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Clearwater Capital Advisors's IFLN Position: Q1 2019 in Review

Clearwater Capital Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2019, closing a stake of 170,200 shares — an estimated $3.01M sold.

Clearwater Capital Advisors first reported a position in IFLN in Q2 2016 and held it in 11 quarters. The position peaked at $4.32M in Q4 2017. 152 funds tracked by Wall St. Rank hold IFLN as of Q1 2019.

Clearwater Capital Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2019 after selling out during the quarter.
Clearwater Capital Advisors sold 170,200 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2019, an estimated $3.01M.
Clearwater Capital Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2016 and held it in 11 quarters.
Clearwater Capital Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $4.32M in Q4 2017.
152 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2019.

Based on Clearwater Capital Advisors's 13F filing for Q1 2019, filed 13 May 2019.