OptiFour Integrated Wealth Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

OptiFour Integrated Wealth Management’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	-21,769	Closed	-$403K	–	56
2018 Q3	$403K	Sell	21,769 -36	-0.2%	-$666	0.33%	37
2018 Q2	$399K	Hold	21,805	–	–	0.34%	36
2018 Q1	$404K	Buy	21,805 +281	+1%	+$5.26K	0.34%	38
2017 Q4	$408K	Buy	+21,524	New	+$409K	0.34%	39

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 $457M AUM 12.13% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

OptiFour Integrated Wealth Management's IFLN Position: Q4 2018 in Review

OptiFour Integrated Wealth Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2018, closing a stake of 21,769 shares — an estimated $403K sold.

OptiFour Integrated Wealth Management first reported a position in IFLN in Q4 2017 and held it in 4 quarters. The position peaked at $408K in Q4 2017. 153 funds tracked by Wall St. Rank hold IFLN as of Q4 2018.

OptiFour Integrated Wealth Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2018 after selling out during the quarter.
OptiFour Integrated Wealth Management sold 21,769 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2018, an estimated $403K.
OptiFour Integrated Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2017 and held it in 4 quarters.
OptiFour Integrated Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $408K in Q4 2017.
153 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2018.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2018, filed 7 May 2019.