Shine Investment Advisory Services’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Shine Investment Advisory Services’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 Q4	–	Sell	-1,231	Closed	-$23K	–	765
2019 Q3	$23K	Buy	1,231 +44	+4%	+$835	0.01%	441
2019 Q2	$22K	Hold	1,187	–	–	0.01%	442
2019 Q1	$22K	Hold	1,187	–	–	0.01%	450
2018 Q4	$21K	Buy	+1,187	New	+$21.5K	0.01%	436
2018 Q1	–	Sell	-796	Closed	-$15K	–	664
2017 Q4	$15K	Hold	796	–	–	0.01%	489
2017 Q3	$15K	Hold	796	–	–	0.01%	490
2017 Q2	$15K	Buy	+796	New	+$15.1K	0.01%	475

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

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

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

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

MWP

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

Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return

Shine Investment Advisory Services's IFLN Position: Q4 2019 in Review

Shine Investment Advisory Services sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2019, closing a stake of 1,231 shares — an estimated $23K sold.

Shine Investment Advisory Services first reported a position in IFLN in Q2 2017 and held it in 7 quarters. The position peaked at $23K in Q3 2019. 152 funds tracked by Wall St. Rank hold IFLN as of Q4 2019.

Shine Investment Advisory Services reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2019 after selling out during the quarter.
Shine Investment Advisory Services sold 1,231 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2019, an estimated $23K.
Shine Investment Advisory Services first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2017 and held it in 7 quarters.
Shine Investment Advisory Services's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $23K in Q3 2019.
152 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2019.

Based on Shine Investment Advisory Services's 13F filing for Q4 2019, filed 3 Feb 2020.