DP
IFLN

Denver PWM’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Denver PWM’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 		– Sell
-181
Closed -$3.44K – 176
2019
Q3 		$3.44K Buy
+181
New +$3.44K ﹤0.01% 208

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
PIN
Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

Denver PWM's IFLN Position: Q4 2019 in Review

Denver PWM sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2019, closing a stake of 181 shares — an estimated $3.44K sold.

Denver PWM first reported a position in IFLN in Q3 2019 and held it in 1 quarter. The position peaked at $3.44K in Q3 2019. 152 funds tracked by Wall St. Rank hold IFLN as of Q4 2019.

  • Denver PWM reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2019 after selling out during the quarter.
  • Denver PWM sold 181 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2019, an estimated $3.44K.
  • Denver PWM first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2019 and held it in 1 quarter.
  • Denver PWM's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $3.44K in Q3 2019.
  • 152 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2019.

Based on Denver PWM's 13F filing for Q4 2019, filed 8 Jan 2020.