Jackson Grant Investment Advisers’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Jackson Grant Investment Advisers’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 Q4	–	Sell	-232	Closed	-$4K	–	251
2018 Q3	$4K	Buy	232 +2	+0.9%	+$37	﹤0.01%	201
2018 Q2	$4K	Buy	230 +3	+1%	+$55	﹤0.01%	209
2018 Q1	$4K	Buy	227 +2	+0.9%	+$37	﹤0.01%	202
2017 Q4	$4K	Buy	225 +2	+0.9%	+$38	﹤0.01%	202
2017 Q3	$4K	Buy	223 +2	+0.9%	+$38	﹤0.01%	205
2017 Q2	$4K	Buy	221 +1	+0.5%	+$19	﹤0.01%	177
2017 Q1	$4K	Hold	220	–	–	﹤0.01%	171
2016 Q4	$4K	Hold	220	–	–	﹤0.01%	168
2016 Q3	$4K	Buy	220 +109	+98%	+$2.04K	﹤0.01%	163
2016 Q2	$2K	Buy	+111	New	+$2.01K	﹤0.01%	159

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCP

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWMG

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

TCM

Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return

Jackson Grant Investment Advisers's IFLN Position: Q4 2018 in Review

Jackson Grant Investment Advisers sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2018, closing a stake of 232 shares — an estimated $4K sold.

Jackson Grant Investment Advisers first reported a position in IFLN in Q2 2016 and held it in 10 quarters. The position peaked at $4K in Q3 2018. 153 funds tracked by Wall St. Rank hold IFLN as of Q4 2018.

Jackson Grant Investment Advisers reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2018 after selling out during the quarter.
Jackson Grant Investment Advisers sold 232 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2018, an estimated $4K.
Jackson Grant Investment Advisers first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2016 and held it in 10 quarters.
Jackson Grant Investment Advisers's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $4K in Q3 2018.
153 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2018.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2018, filed 23 Jan 2019.