WAM
IFLN

Wealthspire Advisors (Maryland)’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-9,343
Closed -$174K – 1580
2019
Q1 		$174K Sell
9,343
-1,591
-15% -$29.3K 0.01% 470
2018
Q4 		$193K Sell
10,934
-812
-7% -$14.7K 0.02% 409
2018
Q3 		$218K Sell
11,746
-971
-8% -$18K 0.02% 433
2018
Q2 		$233K Sell
12,717
-1,364
-10% -$25.2K 0.02% 420
2018
Q1 		$261K Buy
14,081
+198
+1% +$3.7K 0.02% 397
2017
Q4 		$263K Sell
13,883
-162
-1% -$3.08K 0.03% 407
2017
Q3 		$268K Sell
14,045
-1,044
-7% -$19.8K 0.03% 391
2017
Q2 		$287K Buy
15,089
+1,028
+7% +$19.5K 0.03% 350
2017
Q1 		$264K Sell
14,061
-1,179
-8% -$22.2K 0.04% 317
2016
Q4 		$286K Sell
15,240
-268
-2% -$5.02K 0.04% 289
2016
Q3 		$293K Buy
15,508
+829
+6% +$15.5K 0.05% 281
2016
Q2 		$270K Sell
14,679
-275
-2% -$4.98K 0.05% 281
2016
Q1 		$266K Buy
14,954
+414
+3% +$7.16K 0.05% 282
2015
Q4 		$254K Buy
+14,540
New +$260K 0.05% 296

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IFLN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2019, closing a stake of 9,343 shares — an estimated $174K sold.

Wealthspire Advisors (Maryland) first reported a position in IFLN in Q4 2015 and held it in 14 quarters. The position peaked at $293K in Q3 2016. 144 funds tracked by Wall St. Rank hold IFLN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 9,343 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2019, an estimated $174K.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $293K in Q3 2016.
  • 144 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.