SP
IFLN

SWS Partners’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

SWS Partners’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
Q4 		$1.88M Sell
106,345
-3,995
-4% -$72.4K 1.42% 19
2018
Q3 		$2.04M Buy
110,340
+1,600
+1% +$29.6K 1.3% 36
2018
Q2 		$1.99M Sell
108,740
-1,667
-2% -$30.8K 1.4% 29
2018
Q1 		$2.04M Sell
110,407
-5,068
-4% -$94.8K 1.51% 16
2017
Q4 		$2.19M Buy
+115,475
New +$2.19M 1.64% 14

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
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
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return

SWS Partners's IFLN Position: Q4 2018 in Review

SWS Partners reduced its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 3.6% in Q4 2018, selling an estimated $72.4K and leaving 106,345 shares worth $1.88M. The position accounts for 1.42% of the portfolio, ranked #19.

SWS Partners first reported a position in IFLN in Q4 2017 and has held it in 5 quarters since. The position peaked at $2.19M in Q4 2017. 153 funds tracked by Wall St. Rank hold IFLN as of Q4 2018.

  • SWS Partners held 106,345 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $1.88M as of Q4 2018.
  • SWS Partners sold 3,995 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2018, an estimated $72.4K.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 1.42% of SWS Partners's portfolio in Q4 2018, its #19 holding.
  • SWS Partners first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2017 and has held it in 5 quarters since.
  • SWS Partners's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $2.19M in Q4 2017.
  • 153 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2018.

Based on SWS Partners's 13F filing for Q4 2018, filed 4 Feb 2019.