Peak Capital Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Peak Capital 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	-3,226	Closed	-$59K	–	57
2018 Q3	$59K	Sell	3,226 -2,285	-41%	-$42.3K	0.04%	39
2018 Q2	$101K	Sell	5,511 -752,171	-99%	-$13.9M	0.06%	64
2018 Q1	$14M	Buy	757,682 +86,948	+13%	+$1.63M	10.86%	1
2017 Q4	$12.8M	Hold	670,734	–	–	8.71%	2
2017 Q3	$12.8M	Buy	670,734 +208,469	+45%	+$3.96M	8.51%	2
2017 Q2	$8.79M	Buy	+462,265	New	+$8.76M	4.91%	5

Other funds holding IFLN

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Peak Capital Management's IFLN Position: Q4 2018 in Review

Peak Capital Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2018, closing a stake of 3,226 shares — an estimated $59K sold.

Peak Capital Management first reported a position in IFLN in Q2 2017 and held it in 6 quarters. The position peaked at $14M in Q1 2018. 153 funds tracked by Wall St. Rank hold IFLN as of Q4 2018.

Peak Capital Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2018 after selling out during the quarter.
Peak Capital Management sold 3,226 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2018, an estimated $59K.
Peak Capital Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2017 and held it in 6 quarters.
Peak Capital Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $14M in Q1 2018.
153 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2018.

Based on Peak Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.