Financial Architects (New Jersey)’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Financial Architects (New Jersey)’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
2016 Q4	–	Sell	-175	Closed	-$3K	–	1472
2016 Q3	$3K	Hold	175	–	–	﹤0.01%	1260
2016 Q2	$3K	Hold	175	–	–	﹤0.01%	1227
2016 Q1	$3K	Buy	+175	New	+$3.03K	﹤0.01%	988
2015 Q3	–	Sell	-175	Closed	-$3K	–	714
2015 Q2	$3K	Buy	+175	New	+$3.32K	﹤0.01%	1057
2015 Q1	–	Sell	-175	Closed	-$3K	–	1007
2014 Q4	$3K	Hold	175	–	–	﹤0.01%	905
2014 Q3	$3K	Hold	175	–	–	﹤0.01%	806
2014 Q2	$3K	Buy	+175	New	+$3.42K	﹤0.01%	836

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Financial Architects (New Jersey)'s IFLN Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2016, closing a stake of 175 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in IFLN in Q2 2014 and held it in 7 quarters. The position peaked at $3K in Q3 2016. 129 funds tracked by Wall St. Rank hold IFLN as of Q4 2016.

Financial Architects (New Jersey) reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2016 after selling out during the quarter.
Financial Architects (New Jersey) sold 175 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2016, an estimated $3K.
Financial Architects (New Jersey) first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2014 and held it in 7 quarters.
Financial Architects (New Jersey)'s Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $3K in Q3 2016.
129 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.