WI
IFLN

WBI Investments’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

WBI Investments’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
2017
Q3 		– Sell
-323,861
Closed -$6.16M – 359
2017
Q2 		$6.16M Buy
+323,861
New +$6.14M 0.27% 76
2016
Q4 		– Sell
-841,126
Closed -$15.9M – 368
2016
Q3 		$15.9M Buy
+841,126
New +$15.7M 0.61% 41

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
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
VM
Value Monitoring Menlo Park, California $1.5M AUM 13.21% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

WBI Investments's IFLN Position: Q3 2017 in Review

WBI Investments sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2017, closing a stake of 323,861 shares — an estimated $6.16M sold.

WBI Investments first reported a position in IFLN in Q3 2016 and held it in 2 quarters. The position peaked at $15.9M in Q3 2016. 141 funds tracked by Wall St. Rank hold IFLN as of Q3 2017.

  • WBI Investments reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2017 after selling out during the quarter.
  • WBI Investments sold 323,861 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2017, an estimated $6.16M.
  • WBI Investments first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2016 and held it in 2 quarters.
  • WBI Investments's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $15.9M in Q3 2016.
  • 141 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2017.

Based on WBI Investments's 13F filing for Q3 2017, filed 13 Nov 2017.