OneDigital Investment Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

OneDigital Investment 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
2018 Q2	–	Sell	-1,412	Closed	-$26K	–	1357
2018 Q1	$26K	Buy	1,412 +14	+1%	+$262	0.01%	716
2017 Q4	$26K	Buy	1,398 +13	+0.9%	+$247	﹤0.01%	713
2017 Q3	$26K	Buy	1,385 +14	+1%	+$266	0.01%	558
2017 Q2	$26K	Buy	+1,371	New	+$26K	0.01%	664

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

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

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 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

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

OneDigital Investment Advisors's IFLN Position: Q2 2018 in Review

OneDigital Investment Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2018, closing a stake of 1,412 shares — an estimated $26K sold.

OneDigital Investment Advisors first reported a position in IFLN in Q2 2017 and held it in 4 quarters. The position peaked at $26K in Q1 2018. 154 funds tracked by Wall St. Rank hold IFLN as of Q2 2018.

OneDigital Investment Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 1,412 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2018, an estimated $26K.
OneDigital Investment Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2017 and held it in 4 quarters.
OneDigital Investment Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $26K in Q1 2018.
154 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2018.

Based on OneDigital Investment Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.