United Capital Financial Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

United Capital Financial 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 Q1	–	Sell	-60,744	Closed	-$1.07M	–	1390
2018 Q4	$1.07M	Sell	60,744 -7,583	-11%	-$137K	0.01%	697
2018 Q3	$1.27M	Buy	68,327 +6,211	+10%	+$115K	0.01%	713
2018 Q2	$1.14M	Sell	62,116 -970	-2%	-$17.9K	0.01%	735
2018 Q1	$1.17M	Sell	63,086 -16,918	-21%	-$316K	0.01%	738
2017 Q4	$1.52M	Sell	80,004 -6,852	-8%	-$130K	0.01%	667
2017 Q3	$1.66M	Buy	86,856 +70,699	+438%	+$1.34M	0.01%	626
2017 Q2	$307K	Buy	16,157 +4,030	+33%	+$76.3K	﹤0.01%	1066
2017 Q1	$228K	Buy	+12,127	New	+$228K	﹤0.01%	1147

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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 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

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

United Capital Financial Advisors's IFLN Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2019, closing a stake of 60,744 shares — an estimated $1.07M sold.

United Capital Financial Advisors first reported a position in IFLN in Q1 2017 and held it in 8 quarters. The position peaked at $1.66M in Q3 2017. 152 funds tracked by Wall St. Rank hold IFLN as of Q1 2019.

United Capital Financial Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2019 after selling out during the quarter.
United Capital Financial Advisors sold 60,744 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2019, an estimated $1.07M.
United Capital Financial Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2017 and held it in 8 quarters.
United Capital Financial Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $1.66M in Q3 2017.
152 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.