PWAG
IFLN

Polaris Wealth Advisory Group’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Polaris Wealth Advisory 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
2018
Q4 		– Sell
-2,402
Closed -$45K – 360
2018
Q3 		$45K Buy
+2,402
New +$44.4K ﹤0.01% 257
2018
Q2 		– Sell
-2,402
Closed -$44K – 374
2018
Q1 		$44K Buy
+2,402
New +$44.9K ﹤0.01% 230

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UBS Group
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
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

Polaris Wealth Advisory Group's IFLN Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2018, closing a stake of 2,402 shares — an estimated $45K sold.

Polaris Wealth Advisory Group first reported a position in IFLN in Q1 2018 and held it in 2 quarters. The position peaked at $45K in Q3 2018. 153 funds tracked by Wall St. Rank hold IFLN as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 2,402 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2018, an estimated $45K.
  • Polaris Wealth Advisory Group first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $45K in Q3 2018.
  • 153 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.