DWM
IFLN

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

Doyle 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
2019
Q3 		– Sell
-284
Closed -$5K – 597
2019
Q2 		$5K Buy
+284
New +$5.33K ﹤0.01% 737
2019
Q1 		– Sell
-278
Closed -$5K – 579
2018
Q4 		$5K Buy
+278
New +$5.04K ﹤0.01% 725

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $424B AUM 22.96% 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 $66.1B AUM 33.53% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Doyle Wealth Management's IFLN Position: Q3 2019 in Review

Doyle Wealth Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2019, closing a stake of 284 shares — an estimated $5K sold.

Doyle Wealth Management first reported a position in IFLN in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 146 funds tracked by Wall St. Rank hold IFLN as of Q3 2019.

  • Doyle Wealth Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 284 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2019, an estimated $5K.
  • Doyle Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $5K in Q2 2019.
  • 146 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.