RCG
IFLN

Ruggie Capital Group’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Ruggie Capital 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
-751
Closed -$13K – 376
2018
Q4 		$13K Buy
+751
New +$13.6K 0.01% 290
2015
Q3 		– Sell
-2,253
Closed -$42K – 296
2015
Q2 		$42K Buy
+2,253
New +$42.7K 0.03% 93

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

Ruggie Capital Group's IFLN Position: Q1 2019 in Review

Ruggie Capital Group sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2019, closing a stake of 751 shares — an estimated $13K sold.

Ruggie Capital Group first reported a position in IFLN in Q2 2015 and held it in 2 quarters. The position peaked at $42K in Q2 2015. 152 funds tracked by Wall St. Rank hold IFLN as of Q1 2019.

  • Ruggie Capital Group reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 751 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2019, an estimated $13K.
  • Ruggie Capital Group first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2015 and held it in 2 quarters.
  • Ruggie Capital Group's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $42K in Q2 2015.
  • 152 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.