W
IFLN

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

Wealthfront’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
2015
Q4 		– Sell
-1
Closed – – 839
2015
Q3 		$0 Buy
+1
New +$18 ﹤0.01% 1385

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront's IFLN Position: Q4 2015 in Review

Wealthfront sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2015, closing a stake of 1 share.

Wealthfront first reported a position in IFLN in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 110 funds tracked by Wall St. Rank hold IFLN as of Q4 2015.

  • Wealthfront reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1 Invesco Bloomberg Enhanced Fallen Angels ETF share in Q4 2015.
  • Wealthfront first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2015 and held it in 1 quarter.
  • Wealthfront's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $0 in Q3 2015.
  • 110 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.