PIA
IFLN

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

Peachtree 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
-14,063
Closed -$260K – 76
2018
Q1 		$260K Sell
14,063
-47,835
-77% -$895K 0.2% 69
2017
Q4 		$1.17M Buy
61,898
+5,420
+10% +$103K 0.9% 28
2017
Q3 		$1.08M Buy
56,478
+5,005
+10% +$95.1K 0.93% 29
2017
Q2 		$979K Buy
51,473
+5,145
+11% +$97.5K 0.84% 37
2017
Q1 		$871K Buy
46,328
+8,890
+24% +$167K 0.8% 39
2016
Q4 		$703K Buy
37,438
+2,360
+7% +$44.2K 0.69% 45
2016
Q3 		$662K Buy
35,078
+2,400
+7% +$44.9K 0.65% 45
2016
Q2 		$601K Sell
32,678
-60
-0.2% -$1.09K 0.61% 47
2016
Q1 		$583K Buy
32,738
+535
+2% +$9.26K 0.58% 48
2015
Q4 		$562K Buy
32,203
+15,085
+88% +$270K 0.59% 49
2015
Q3 		$305K Buy
17,118
+2,880
+20% +$52.8K 0.32% 84
2015
Q2 		$266K Buy
14,238
+7,910
+125% +$150K 0.2% 107
2015
Q1 		$120K Buy
6,328
+6,103
+2,712% +$116K 0.09% 152
2014
Q4 		$4K Buy
225
+120
+114% +$2.28K ﹤0.01% 325
2014
Q3 		$2K Buy
+105
New +$2.03K ﹤0.01% 359

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
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 $457M AUM 12.13% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return
VM
Value Monitoring Menlo Park, California $1.5M AUM 13.21% 1-Year Est. Return

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

Peachtree Investment Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2018, closing a stake of 14,063 shares — an estimated $260K sold.

Peachtree Investment Advisors first reported a position in IFLN in Q3 2014 and held it in 15 quarters. The position peaked at $1.17M in Q4 2017. 154 funds tracked by Wall St. Rank hold IFLN as of Q2 2018.

  • Peachtree Investment Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2018 after selling out during the quarter.
  • Peachtree Investment Advisors sold 14,063 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2018, an estimated $260K.
  • Peachtree Investment Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2014 and held it in 15 quarters.
  • Peachtree Investment Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $1.17M in Q4 2017.
  • 154 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2018.

Based on Peachtree Investment Advisors's 13F filing for Q2 2018, filed 9 Jul 2018.