Cypress Wealth Services’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Cypress Wealth 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
2020 Q1	–	Sell	-11,475	Closed	-$221K	–	266
2019 Q4	$221K	Hold	11,475	–	–	0.06%	229
2019 Q3	$218K	Hold	11,475	–	–	0.06%	223
2019 Q2	$217K	Hold	11,475	–	–	0.06%	233
2019 Q1	$214K	Hold	11,475	–	–	0.07%	232
2018 Q4	$203K	Hold	11,475	–	–	0.08%	200
2018 Q3	$213K	Buy	11,475 +215	+2%	+$3.98K	0.08%	205
2018 Q2	$206K	Sell	11,260 -190	-2%	-$3.51K	0.08%	207
2018 Q1	$212K	Sell	11,450 -1,740	-13%	-$32.5K	0.09%	177
2017 Q4	$250K	Buy	+13,190	New	+$250K	0.1%	166

Other funds holding IFLN

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

AWMG

Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cypress Wealth Services's IFLN Position: Q1 2020 in Review

Cypress Wealth Services sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2020, closing a stake of 11,475 shares — an estimated $221K sold.

Cypress Wealth Services first reported a position in IFLN in Q4 2017 and held it in 9 quarters. The position peaked at $250K in Q4 2017. 135 funds tracked by Wall St. Rank hold IFLN as of Q1 2020.

Cypress Wealth Services reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2020 after selling out during the quarter.
Cypress Wealth Services sold 11,475 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2020, an estimated $221K.
Cypress Wealth Services first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2017 and held it in 9 quarters.
Cypress Wealth Services's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $250K in Q4 2017.
135 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2020.

Based on Cypress Wealth Services's 13F filing for Q1 2020, filed 10 Apr 2020.