GWA
IFLN

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

Genesis Wealth 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
2015
Q2 		$38.1K Sell
2,043
-184
-8% -$3.49K 0.03% 210
2015
Q1 		$42.2K Hold
2,227
– – 0.04% 209
2014
Q4 		$42.5K Buy
+2,227
New +$42.2K 0.03% 230

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Genesis Wealth Advisors's IFLN Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 8.3% in Q2 2015, selling an estimated $3.49K and leaving 2,043 shares worth $38.1K. The position accounts for 0.03% of the portfolio, ranked #210.

Genesis Wealth Advisors first reported a position in IFLN in Q4 2014 and has held it in 3 quarters since. The position peaked at $42.5K in Q4 2014. 86 funds tracked by Wall St. Rank hold IFLN as of Q2 2015.

  • Genesis Wealth Advisors held 2,043 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $38.1K as of Q2 2015.
  • Genesis Wealth Advisors sold 184 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2015, an estimated $3.49K.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #210 holding.
  • Genesis Wealth Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $42.5K in Q4 2014.
  • 86 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.