WA
IFLN

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

WFG 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
2017
Q2 		$36K Hold
1,900
– – 0.01% 788
2017
Q1 		$36K Hold
1,900
– – 0.01% 748
2016
Q4 		$36K Hold
1,900
– – 0.01% 797
2016
Q3 		$36K Hold
1,900
– – 0.01% 785
2016
Q2 		$35K Hold
1,900
– – 0.01% 790
2016
Q1 		$34K Hold
1,900
– – 0.01% 767
2015
Q4 		$33K Sell
1,900
-750
-28% -$13.4K 0.01% 769
2015
Q3 		$47K Hold
2,650
– – 0.01% 665
2015
Q2 		$49K Hold
2,650
– – 0.01% 736
2015
Q1 		$50K Hold
2,650
– – 0.01% 734
2014
Q4 		$50K Hold
2,650
– – 0.01% 887
2014
Q3 		$50K Sell
2,650
-2,760
-51% -$53.4K 0.01% 920
2014
Q2 		$106K Buy
5,410
+2,760
+104% +$53.9K 0.02% 641
2014
Q1 		$51K Hold
2,650
– – 0.01% 905
2013
Q4 		$51K Sell
2,650
-7,247
-73% -$139K 0.01% 998
2013
Q3 		$186K Buy
9,897
+2,248
+29% +$42.4K 0.03% 512
2013
Q2 		$143K Buy
+7,649
New +$148K 0.02% 555

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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
VM
Value Monitoring Menlo Park, California $1.5M AUM 13.21% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

WFG Advisors's IFLN Position: Q2 2017 in Review

WFG Advisors held its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) position steady in Q2 2017 at 1,900 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #788.

WFG Advisors first reported a position in IFLN in Q2 2013 and has held it in 17 quarters since. The position peaked at $186K in Q3 2013. 146 funds tracked by Wall St. Rank hold IFLN as of Q2 2017.

  • WFG Advisors held 1,900 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $36K as of Q2 2017.
  • WFG Advisors left its Invesco Bloomberg Enhanced Fallen Angels ETF share count unchanged in Q2 2017.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #788 holding.
  • WFG Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $186K in Q3 2013.
  • 146 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.