Glassman Wealth Services’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Glassman Wealth Services’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
2020 Q2	–	Sell	-90	Closed	-$1K	–	1459
2020 Q1	$1K	Hold	90	–	–	﹤0.01%	955
2019 Q4	$2K	Hold	90	–	–	﹤0.01%	780
2019 Q3	$2K	Hold	90	–	–	﹤0.01%	720
2019 Q2	$2K	Hold	90	–	–	﹤0.01%	739
2019 Q1	$2K	Hold	90	–	–	﹤0.01%	712
2018 Q4	$2K	Hold	90	–	–	﹤0.01%	569
2018 Q3	$2K	Hold	90	–	–	﹤0.01%	610
2018 Q2	$2K	Buy	+90	New	+$1.66K	﹤0.01%	579

Other funds holding IFLN

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MWP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

Glassman Wealth Services's IFLN Position: Q2 2020 in Review

Glassman Wealth Services sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2020, closing a stake of 90 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in IFLN in Q2 2018 and held it in 8 quarters. The position peaked at $2K in Q4 2019. 132 funds tracked by Wall St. Rank hold IFLN as of Q2 2020.

Glassman Wealth Services reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2020 after selling out during the quarter.
Glassman Wealth Services sold 90 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2020, an estimated $1K.
Glassman Wealth Services first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2018 and held it in 8 quarters.
Glassman Wealth Services's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $2K in Q4 2019.
132 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2020.

Based on Glassman Wealth Services's 13F filing for Q2 2020, filed 6 Aug 2020.