PFG
IFLN

Piershale Financial Group’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Piershale Financial Group’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 		– Sell
-61,064
Closed -$1.08M – 27
2018
Q4 		$1.08M Buy
+61,064
New +$1.11M 0.65% 11
2017
Q3 		– Sell
-869,349
Closed -$16.4M – 31
2017
Q2 		$16.4M Hold
869,349
– – 10.52% 2
2017
Q1 		$16.4M Sell
869,349
-57,093
-6% -$1.07M 10.52% 2
2016
Q4 		$17.4M Sell
926,442
-18,083
-2% -$338K 10.68% 2
2016
Q3 		$17.8M Buy
+944,525
New +$17.7M 13.55% 2
2013
Q4 		– Sell
-476,183
Closed -$8.96M – 155
2013
Q3 		$8.96M Buy
+476,183
New +$8.98M 8.12% 4

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FI
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

Piershale Financial Group's IFLN Position: Q1 2019 in Review

Piershale Financial Group sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2019, closing a stake of 61,064 shares — an estimated $1.08M sold.

Piershale Financial Group first reported a position in IFLN in Q3 2013 and held it in 6 quarters. The position peaked at $17.8M in Q3 2016. 152 funds tracked by Wall St. Rank hold IFLN as of Q1 2019.

  • Piershale Financial Group reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2019 after selling out during the quarter.
  • Piershale Financial Group sold 61,064 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2019, an estimated $1.08M.
  • Piershale Financial Group first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2013 and held it in 6 quarters.
  • Piershale Financial Group's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $17.8M in Q3 2016.
  • 152 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2019.

Based on Piershale Financial Group's 13F filing for Q1 2019, filed 18 Apr 2019.