DWM
IFLN

Destination Wealth Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Destination Wealth Management’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
2018
Q4 		– Sell
-143
Closed -$3K – 662
2018
Q3 		$3K Buy
+143
New +$2.64K ﹤0.01% 550

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Destination Wealth Management's IFLN Position: Q4 2018 in Review

Destination Wealth Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2018, closing a stake of 143 shares — an estimated $3K sold.

Destination Wealth Management first reported a position in IFLN in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 153 funds tracked by Wall St. Rank hold IFLN as of Q4 2018.

  • Destination Wealth Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 143 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2018, an estimated $3K.
  • Destination Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $3K in Q3 2018.
  • 153 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.