HWA
IFLN

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

Heritage 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
2019
Q1 		– Sell
-761
Closed -$13K – 459
2018
Q4 		$13K Hold
761
– – ﹤0.01% 294
2018
Q3 		$14K Buy
+761
New +$14.1K ﹤0.01% 283

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Heritage Wealth Advisors's IFLN Position: Q1 2019 in Review

Heritage Wealth Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2019, closing a stake of 761 shares — an estimated $13K sold.

Heritage Wealth Advisors first reported a position in IFLN in Q3 2018 and held it in 2 quarters. The position peaked at $14K in Q3 2018. 152 funds tracked by Wall St. Rank hold IFLN as of Q1 2019.

  • Heritage Wealth Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 761 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2019, an estimated $13K.
  • Heritage Wealth Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2018 and held it in 2 quarters.
  • Heritage Wealth Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $14K in Q3 2018.
  • 152 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2019.

Based on Heritage Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.