JP Morgan Private Wealth Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

JP Morgan Private 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
2017 Q1	–	Sell	-32,333	Closed	-$608K	–	1358
2016 Q4	$608K	Sell	32,333 -7,550	-19%	-$141K	0.01%	737
2016 Q3	$753K	Sell	39,883 -4,728	-11%	-$88.5K	0.01%	658
2016 Q2	$821K	Buy	44,611 +12,083	+37%	+$219K	0.01%	643
2016 Q1	$579K	Buy	32,528 +21,813	+204%	+$377K	0.01%	696
2015 Q4	$187K	Buy	+10,715	New	+$192K	﹤0.01%	1025

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Value Monitoring Menlo Park, California $1.5M AUM 13.21% 1-Year Est. Return

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

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IFLN Position: Q1 2017 in Review

JP Morgan Private Wealth Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2017, closing a stake of 32,333 shares — an estimated $608K sold.

JP Morgan Private Wealth Advisors first reported a position in IFLN in Q4 2015 and held it in 5 quarters. The position peaked at $821K in Q2 2016. 146 funds tracked by Wall St. Rank hold IFLN as of Q1 2017.

JP Morgan Private Wealth Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2017 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 32,333 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2017, an estimated $608K.
JP Morgan Private Wealth Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2015 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $821K in Q2 2016.
146 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2017, filed 15 May 2017.