Schneider Downs Wealth Management Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Schneider Downs Wealth Management Advisors’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
2020 Q1	–	Sell	-30,306	Closed	-$584K	–	100
2019 Q4	$584K	Buy	30,306 +5,552	+22%	+$106K	0.17%	36
2019 Q3	$471K	Buy	24,754 +2,359	+11%	+$44.8K	0.15%	35
2019 Q2	$424K	Buy	22,395 +4,709	+27%	+$88.3K	0.15%	41
2019 Q1	$330K	Buy	17,686 +2,388	+16%	+$44K	0.12%	43
2018 Q4	$270K	Buy	15,298 +686	+5%	+$12.4K	0.12%	47
2018 Q3	$271K	Buy	14,612 +1,201	+9%	+$22.2K	0.17%	43
2018 Q2	$245K	Buy	13,411 +1,276	+11%	+$23.6K	0.16%	45
2018 Q1	$225K	Buy	+12,135	New	+$227K	0.13%	46

Other funds holding IFLN

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's IFLN Position: Q1 2020 in Review

Schneider Downs Wealth Management Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2020, closing a stake of 30,306 shares — an estimated $584K sold.

Schneider Downs Wealth Management Advisors first reported a position in IFLN in Q1 2018 and held it in 8 quarters. The position peaked at $584K in Q4 2019. 137 funds tracked by Wall St. Rank hold IFLN as of Q1 2020.

Schneider Downs Wealth Management Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2020 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 30,306 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2020, an estimated $584K.
Schneider Downs Wealth Management Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2018 and held it in 8 quarters.
Schneider Downs Wealth Management Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $584K in Q4 2019.
137 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2020.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.