Sheaff Brock Investment Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Sheaff Brock Investment 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
2019 Q2	–	Sell	-12,734	Closed	-$237K	–	518
2019 Q1	$237K	Hold	12,734	–	–	0.03%	396
2018 Q4	$225K	Hold	12,734	–	–	0.04%	372
2018 Q3	$236K	Hold	12,734	–	–	0.02%	402
2018 Q2	$233K	Hold	12,734	–	–	0.02%	420
2018 Q1	$236K	Sell	12,734 -1,000	-7%	-$18.7K	0.02%	417
2017 Q4	$260K	Buy	13,734 +3,734	+37%	+$70.9K	0.03%	381
2017 Q3	$191K	Sell	10,000 -4,600	-32%	-$87.4K	0.03%	495
2017 Q2	$278K	Buy	+14,600	New	+$277K	0.04%	400
2016 Q1	–	Sell	-49,664	Closed	-$866K	–	678
2015 Q4	$866K	Buy	+49,664	New	+$889K	0.1%	206

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sheaff Brock Investment Advisors's IFLN Position: Q2 2019 in Review

Sheaff Brock Investment Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2019, closing a stake of 12,734 shares — an estimated $237K sold.

Sheaff Brock Investment Advisors first reported a position in IFLN in Q4 2015 and held it in 9 quarters. The position peaked at $866K in Q4 2015. 144 funds tracked by Wall St. Rank hold IFLN as of Q2 2019.

Sheaff Brock Investment Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2019 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 12,734 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2019, an estimated $237K.
Sheaff Brock Investment Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2015 and held it in 9 quarters.
Sheaff Brock Investment Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $866K in Q4 2015.
144 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2019.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.