Great Valley Advisor Group’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Great Valley Advisor Group’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
2019 Q4	–	Sell	-146,448	Closed	-$2.79M	–	367
2019 Q3	$2.79M	Buy	146,448 +87,007	+146%	+$1.65M	0.67%	40
2019 Q2	$1.13M	Buy	59,441 +8,790	+17%	+$165K	0.28%	110
2019 Q1	$945K	Buy	50,651 +1,055	+2%	+$19.4K	0.3%	97
2018 Q4	$876K	Buy	+49,596	New	+$899K	0.33%	82

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

MWP

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

Prudent Investors Network Lake Forest, California $516M AUM 14.14% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return

Great Valley Advisor Group's IFLN Position: Q4 2019 in Review

Great Valley Advisor Group sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2019, closing a stake of 146,448 shares — an estimated $2.79M sold.

Great Valley Advisor Group first reported a position in IFLN in Q4 2018 and held it in 4 quarters. The position peaked at $2.79M in Q3 2019. 152 funds tracked by Wall St. Rank hold IFLN as of Q4 2019.

Great Valley Advisor Group reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2019 after selling out during the quarter.
Great Valley Advisor Group sold 146,448 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2019, an estimated $2.79M.
Great Valley Advisor Group first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2018 and held it in 4 quarters.
Great Valley Advisor Group's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $2.79M in Q3 2019.
152 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2019.

Based on Great Valley Advisor Group's 13F filing for Q4 2019, filed 10 Feb 2020.