FGC
IFLN

Financial Gravity Companies’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Financial Gravity Companies’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 		$16K Buy
+856
New +$15.5K 0.01% 508
2018
Q1 		$34K Sell
1,824
-649
-26% -$12.1K 0.03% 437
2017
Q4 		$47K Buy
+2,473
New +$46.9K 0.05% 298

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

Financial Gravity Companies's IFLN Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2018: 856 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IFLN as recently as Q1 2018.

Financial Gravity Companies first reported a position in IFLN in Q4 2017 and has held it in 3 quarters since. The position peaked at $47K in Q4 2017. 153 funds tracked by Wall St. Rank hold IFLN as of Q4 2018.

  • Financial Gravity Companies held 856 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $16K as of Q4 2018.
  • Invesco Bloomberg Enhanced Fallen Angels ETF was a new Financial Gravity Companies position in Q4 2018.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #508 holding.
  • Financial Gravity Companies first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $47K in Q4 2017.
  • 153 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.