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

Hedeker Wealth’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	-56	Closed	-$3K	–	156
2016 Q3	$3K	Buy	+56	New	+$1.05K	0.16%	68
2016 Q1	–	Sell	-3,000	Closed	-$52K	–	143
2015 Q4	$52K	Buy	+3,000	New	+$53.7K	0.05%	92
2015 Q3	–	Sell	-3,000	Closed	-$55K	–	145
2015 Q2	$55K	Buy	+3,000	New	+$56.9K	0.04%	110
2015 Q1	–	Sell	-3,000	Closed	-$56K	–	139
2014 Q4	$56K	Buy	+3,000	New	+$56.9K	0.05%	101

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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 $666B AUM 30.12% 1-Year Est. Return

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

Hedeker Wealth's IFLN Position: Q4 2016 in Review

Hedeker Wealth sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2016, closing a stake of 56 shares — an estimated $3K sold.

Hedeker Wealth first reported a position in IFLN in Q4 2014 and held it in 4 quarters. The position peaked at $56K in Q4 2014. 129 funds tracked by Wall St. Rank hold IFLN as of Q4 2016.

Hedeker Wealth reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2016 after selling out during the quarter.
Hedeker Wealth sold 56 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2016, an estimated $3K.
Hedeker Wealth first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2014 and held it in 4 quarters.
Hedeker Wealth's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $56K in Q4 2014.
129 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2016.

Based on Hedeker Wealth's 13F filing for Q4 2016, filed 9 Feb 2017.