IRON Financial’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

IRON Financial’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
2018 Q3	–	Sell	-97,542	Closed	-$1.78M	–	100
2018 Q2	$1.78M	Sell	97,542 -48,700	-33%	-$899K	0.97%	16
2018 Q1	$2.71M	Sell	146,242 -558,608	-79%	-$10.4M	1.74%	11
2017 Q4	$13.4M	Buy	+704,850	New	+$13.4M	9.28%	3
2017 Q2	–	Sell	-531,645	Closed	-$10M	–	84
2017 Q1	$10M	Sell	531,645 -280,612	-35%	-$5.28M	7.21%	5
2016 Q4	$15.3M	Buy	+812,257	New	+$15.2M	10.42%	4
2016 Q2	–	Sell	-116,228	Closed	-$2.07M	–	75
2016 Q1	$2.07M	Buy	+116,228	New	+$2.01M	2.09%	9
2015 Q4	–	Sell	-220,478	Closed	-$3.93M	–	101
2015 Q3	$3.93M	Buy	+220,478	New	+$4.04M	2.61%	12

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return

AWMG

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

IRON Financial's IFLN Position: Q3 2018 in Review

IRON Financial sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2018, closing a stake of 97,542 shares — an estimated $1.78M sold.

IRON Financial first reported a position in IFLN in Q3 2015 and held it in 7 quarters. The position peaked at $15.3M in Q4 2016. 155 funds tracked by Wall St. Rank hold IFLN as of Q3 2018.

IRON Financial reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2018 after selling out during the quarter.
IRON Financial sold 97,542 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2018, an estimated $1.78M.
IRON Financial first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2015 and held it in 7 quarters.
IRON Financial's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $15.3M in Q4 2016.
155 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2018.

Based on IRON Financial's 13F filing for Q3 2018, filed 18 Oct 2018.