Tiedemann Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Tiedemann 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 Q2	–	Sell	-11,796	Closed	-$196K	–	313
2020 Q1	$196K	Hold	11,796	–	–	0.01%	276
2019 Q4	$228K	Hold	11,796	–	–	0.01%	278
2019 Q3	$224K	Hold	11,796	–	–	0.01%	284
2019 Q2	$223K	Buy	11,796 +1,070	+10%	+$20.1K	0.01%	271
2019 Q1	$200K	Hold	10,726	–	–	0.01%	431
2018 Q4	$190K	Sell	10,726 -1,850	-15%	-$33.5K	0.01%	408
2018 Q3	$234K	Hold	12,576	–	–	0.01%	283
2018 Q2	$229K	Buy	+12,576	New	+$232K	0.01%	276

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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 $374B AUM 17.66% 1-Year Est. Return

MWP

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

AWMG

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

Tiedemann Advisors's IFLN Position: Q2 2020 in Review

Tiedemann Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2020, closing a stake of 11,796 shares — an estimated $196K sold.

Tiedemann Advisors first reported a position in IFLN in Q2 2018 and held it in 8 quarters. The position peaked at $234K in Q3 2018. 132 funds tracked by Wall St. Rank hold IFLN as of Q2 2020.

Tiedemann Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2020 after selling out during the quarter.
Tiedemann Advisors sold 11,796 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2020, an estimated $196K.
Tiedemann Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2018 and held it in 8 quarters.
Tiedemann Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $234K in Q3 2018.
132 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2020.

Based on Tiedemann Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.