PSI
IFLN

Pinnacle Summer Investments’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		$62K Hold
3,539
– – 0.01% 318
2015
Q3 		$64K Hold
3,539
– – 0.01% 447
2015
Q2 		$66K Hold
3,539
– – 0.01% 281
2015
Q1 		$67K Hold
3,539
– – 0.01% 465
2014
Q4 		$66K Hold
3,539
– – 0.01% 470
2014
Q3 		$67K Hold
3,539
– – 0.01% 478
2014
Q2 		$69K Hold
3,539
– – 0.01% 447
2014
Q1 		$69K Hold
3,539
– – 0.01% 418
2013
Q4 		$68K Buy
+3,539
New +$67.7K 0.01% 418

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Summer Investments's IFLN Position: Q4 2015 in Review

Pinnacle Summer Investments held its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) position steady in Q4 2015 at 3,539 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #318.

Pinnacle Summer Investments first reported a position in IFLN in Q4 2013 and has held it in 9 quarters since. The position peaked at $69K in Q2 2014. 110 funds tracked by Wall St. Rank hold IFLN as of Q4 2015.

  • Pinnacle Summer Investments held 3,539 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $62K as of Q4 2015.
  • Pinnacle Summer Investments left its Invesco Bloomberg Enhanced Fallen Angels ETF share count unchanged in Q4 2015.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #318 holding.
  • Pinnacle Summer Investments first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2013 and has held it in 9 quarters since.
  • Pinnacle Summer Investments's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $69K in Q2 2014.
  • 110 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.