EA
IFLN

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

Edge 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
2018
Q2 		$6K Buy
378
+4
+1% +$74 ﹤0.01% 738
2018
Q1 		$6K Buy
374
+4
+1% +$75 ﹤0.01% 744
2017
Q4 		$7K Sell
370
-294
-44% -$5.58K ﹤0.01% 766
2017
Q3 		$12K Sell
664
-182
-22% -$3.46K ﹤0.01% 713
2017
Q2 		$16K Buy
846
+9
+1% +$171 ﹤0.01% 689
2017
Q1 		$15K Sell
837
-663
-44% -$12.5K ﹤0.01% 715
2016
Q4 		$28K Buy
+1,500
New +$28.1K ﹤0.01% 568

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 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
VM
Value Monitoring Menlo Park, California $1.5M AUM 13.21% 1-Year Est. Return

Edge Advisors's IFLN Position: Q2 2018 in Review

Edge Advisors increased its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 1.1% in Q2 2018, buying an estimated $74 and bringing the position to 378 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Edge Advisors first reported a position in IFLN in Q4 2016 and has held it in 7 quarters since. The position peaked at $28K in Q4 2016. 154 funds tracked by Wall St. Rank hold IFLN as of Q2 2018.

  • Edge Advisors held 378 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $6K as of Q2 2018.
  • Edge Advisors bought 4 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2018, an estimated $74.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #738 holding.
  • Edge Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $28K in Q4 2016.
  • 154 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.