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

NEXT Financial Holdings’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	$10K	Buy	+515	New	+$9.48K	﹤0.01%	1112

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

NEXT Financial Holdings's IFLN Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2019: 515 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1112 among its holdings.

152 funds tracked by Wall St. Rank hold IFLN as of Q1 2019.

NEXT Financial Holdings held 515 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $10K as of Q1 2019.
Invesco Bloomberg Enhanced Fallen Angels ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1112 holding.
152 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.