SPC
IFLN

Sigma Planning Corp’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-38,803
Closed -$718K – 935
2018
Q1 		$718K Buy
38,803
+277
+0.7% +$5.18K 0.05% 341
2017
Q4 		$730K Buy
38,526
+262
+0.7% +$4.97K 0.06% 331
2017
Q3 		$730K Sell
38,264
-68
-0.2% -$1.29K 0.06% 329
2017
Q2 		$729K Sell
38,332
-23
-0.1% -$436 0.07% 313
2017
Q1 		$721K Sell
38,355
-422
-1% -$7.95K 0.07% 294
2016
Q4 		$729K Sell
38,777
-2,158
-5% -$40.4K 0.08% 269
2016
Q3 		$772K Buy
40,935
+4
+0% +$75 0.09% 242
2016
Q2 		$753K Sell
40,931
-926
-2% -$16.8K 0.1% 235
2016
Q1 		$745K Buy
41,857
+496
+1% +$8.58K 0.1% 229
2015
Q4 		$721K Sell
41,361
-1,696
-4% -$30.4K 0.1% 230
2015
Q3 		$767K Sell
43,057
-3,698
-8% -$67.8K 0.12% 205
2015
Q2 		$872K Sell
46,755
-128
-0.3% -$2.43K 0.12% 208
2015
Q1 		$889K Sell
46,883
-1,629
-3% -$30.8K 0.12% 213
2014
Q4 		$912K Buy
+48,512
New +$920K 0.12% 198

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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 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
VM
Value Monitoring Menlo Park, California $1.5M AUM 13.21% 1-Year Est. Return

Sigma Planning Corp's IFLN Position: Q2 2018 in Review

Sigma Planning Corp sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2018, closing a stake of 38,803 shares — an estimated $718K sold.

Sigma Planning Corp first reported a position in IFLN in Q4 2014 and held it in 14 quarters. The position peaked at $912K in Q4 2014. 154 funds tracked by Wall St. Rank hold IFLN as of Q2 2018.

  • Sigma Planning Corp reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2018 after selling out during the quarter.
  • Sigma Planning Corp sold 38,803 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2018, an estimated $718K.
  • Sigma Planning Corp first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2014 and held it in 14 quarters.
  • Sigma Planning Corp's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $912K in Q4 2014.
  • 154 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2018.

Based on Sigma Planning Corp's 13F filing for Q2 2018, filed 2 Aug 2018.