AFT Forsyth & Company’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

AFT Forsyth & Company’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
2020 Q3	–	Sell	-10,288	Closed	-$186K	–	130
2020 Q2	$186K	Sell	10,288 -1,196	-10%	-$21.2K	0.16%	124
2020 Q1	$190K	Sell	11,484 -1,092	-9%	-$20.2K	0.19%	118
2019 Q4	$242K	Sell	12,576 -797	-6%	-$15.2K	0.18%	126
2019 Q3	$254K	Buy	13,373 +3	+0%	+$57	0.21%	121
2019 Q2	$253K	Hold	13,370	–	–	0.21%	120
2019 Q1	$249K	Sell	13,370 -225	-2%	-$4.14K	0.22%	122
2018 Q4	$240K	Sell	13,595 -49,030	-78%	-$888K	0.24%	120
2018 Q3	$1.16M	Sell	62,625 -10,650	-15%	-$197K	0.96%	32
2018 Q2	$1.34M	Hold	73,275	–	–	1.18%	21
2018 Q1	$1.36M	Sell	73,275 -250	-0.3%	-$4.68K	1.27%	22
2017 Q4	$1.39M	Buy	+73,525	New	+$1.4M	1.36%	18
2013 Q3	$1.6M	Sell	85,295 -600	-0.7%	-$11.3K	2.08%	6
2013 Q2	$1.6M	Buy	+85,895	New	+$1.66M	2.29%	5

Other funds holding IFLN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

AFT Forsyth & Company's IFLN Position: Q3 2020 in Review

AFT Forsyth & Company sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2020, closing a stake of 10,288 shares — an estimated $186K sold.

AFT Forsyth & Company first reported a position in IFLN in Q2 2013 and held it in 13 quarters. The position peaked at $1.6M in Q3 2013. 129 funds tracked by Wall St. Rank hold IFLN as of Q3 2020.

AFT Forsyth & Company reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2020 after selling out during the quarter.
AFT Forsyth & Company sold 10,288 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2020, an estimated $186K.
AFT Forsyth & Company first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2013 and held it in 13 quarters.
AFT Forsyth & Company's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $1.6M in Q3 2013.
129 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2020.

Based on AFT Forsyth & Company's 13F filing for Q3 2020, filed 5 Nov 2020.