AIC
IFLN

Ameritas Investment Company’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Ameritas Investment 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
2021
Q3 		$807K Buy
41,438
+5,388
+15% +$105K 0.04% 310
2021
Q2 		$811K Buy
36,050
+35,952
+36,686% +$698K 0.04% 321
2021
Q1 		$1.9K Sell
98
-22,722
-100% -$440K ﹤0.01% 1936
2020
Q4 		$444K Buy
+22,820
New +$434K 0.09% 235
2019
Q2 		– Sell
-290
Closed -$5K – 679
2019
Q1 		$5K Sell
290
-35,615
-99% -$656K ﹤0.01% 753
2018
Q4 		$634K Buy
+35,905
New +$650K 0.14% 141

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PIN
Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return

Ameritas Investment Company's IFLN Position: Q3 2021 in Review

Ameritas Investment Company increased its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 15% in Q3 2021, buying an estimated $105K and bringing the position to 41,438 shares worth $807K. The position accounts for 0.04% of the portfolio, ranked #310.

Ameritas Investment Company first reported a position in IFLN in Q4 2018 and has held it in 6 quarters since. The position peaked at $811K in Q2 2021. 130 funds tracked by Wall St. Rank hold IFLN as of Q3 2021.

  • Ameritas Investment Company held 41,438 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $807K as of Q3 2021.
  • Ameritas Investment Company bought 5,388 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2021, an estimated $105K.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.04% of Ameritas Investment Company's portfolio in Q3 2021, its #310 holding.
  • Ameritas Investment Company first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2018 and has held it in 6 quarters since.
  • Ameritas Investment Company's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $811K in Q2 2021.
  • 130 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.