AI
IFLN

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

Atria Investments’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
Q1 		– Sell
-170,139
Closed -$3.28M – 1007
2019
Q4 		$3.28M Sell
170,139
-29,624
-15% -$565K 0.09% 200
2019
Q3 		$3.8M Buy
199,763
+184,116
+1,177% +$3.5M 0.14% 147
2019
Q2 		$295K Sell
15,647
-10,031
-39% -$188K 0.01% 745
2019
Q1 		$479K Buy
25,678
+5,748
+29% +$106K 0.02% 540
2018
Q4 		$352K Sell
19,930
-3,407
-15% -$61.7K 0.02% 608
2018
Q3 		$432K Buy
23,337
+640
+3% +$11.8K 0.02% 636
2018
Q2 		$415K Sell
22,697
-80,552
-78% -$1.49M 0.02% 628
2018
Q1 		$1.91M Buy
103,249
+15,314
+17% +$286K 0.09% 229
2017
Q4 		$1.67M Buy
87,935
+5,499
+7% +$104K 0.08% 243
2017
Q3 		$1.57M Buy
82,436
+33,675
+69% +$640K 0.09% 231
2017
Q2 		$927K Buy
48,761
+6,243
+15% +$118K 0.06% 309
2017
Q1 		$800K Buy
42,518
+13,787
+48% +$260K 0.05% 304
2016
Q4 		$540K Buy
+28,731
New +$538K 0.04% 329
2016
Q1 		– Sell
-279,867
Closed -$4.84M – 475
2015
Q4 		$4.84M Buy
279,867
+22,300
+9% +$399K 0.53% 32
2015
Q3 		$4.59M Buy
257,567
+1,570
+0.6% +$28.8K 0.63% 27
2015
Q2 		$4.78M Buy
255,997
+10,130
+4% +$192K 0.56% 32
2015
Q1 		$4.66M Buy
245,867
+7,668
+3% +$145K 0.53% 32
2014
Q4 		$4.48M Buy
238,199
+305
+0.1% +$5.79K 0.48% 33
2014
Q3 		$4.53M Sell
237,894
-3,615
-1% -$70K 0.46% 37
2014
Q2 		$4.73M Sell
241,509
-20,403
-8% -$398K 0.47% 39
2014
Q1 		$5.09M Sell
261,912
-1,674
-0.6% -$32.4K 0.52% 33
2013
Q4 		$5.06M Buy
263,586
+780
+0.3% +$14.9K 0.5% 38
2013
Q3 		$4.94M Buy
262,806
+18,062
+7% +$341K 0.51% 36
2013
Q2 		$4.56M Buy
+244,744
New +$4.73M 0.56% 35

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Investments's IFLN Position: Q1 2020 in Review

Atria Investments sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2020, closing a stake of 170,139 shares — an estimated $3.28M sold.

Atria Investments first reported a position in IFLN in Q2 2013 and held it in 24 quarters. The position peaked at $5.09M in Q1 2014. 135 funds tracked by Wall St. Rank hold IFLN as of Q1 2020.

  • Atria Investments reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2020 after selling out during the quarter.
  • Atria Investments sold 170,139 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2020, an estimated $3.28M.
  • Atria Investments first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2013 and held it in 24 quarters.
  • Atria Investments's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $5.09M in Q1 2014.
  • 135 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.