Avior Wealth Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Avior Wealth Management’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	-246	Closed	-$4K	–	999
2020 Q2	$4K	Buy	246 +2	+0.8%	+$35	﹤0.01%	739
2020 Q1	$4K	Buy	244 +3	+1%	+$55	﹤0.01%	650
2019 Q4	$4K	Buy	241 +2	+0.8%	+$38	﹤0.01%	674
2019 Q3	$4K	Buy	239 +2	+0.8%	+$38	﹤0.01%	637
2019 Q2	$4K	Buy	237 +3	+1%	+$56	﹤0.01%	675
2019 Q1	$4K	Buy	234 +3	+1%	+$55	﹤0.01%	586
2018 Q4	$4K	Buy	+231	New	+$4.18K	﹤0.01%	635

Other funds holding IFLN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

Avior Wealth Management's IFLN Position: Q3 2020 in Review

Avior Wealth Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2020, closing a stake of 246 shares — an estimated $4K sold.

Avior Wealth Management first reported a position in IFLN in Q4 2018 and held it in 7 quarters. The position peaked at $4K in Q2 2020. 129 funds tracked by Wall St. Rank hold IFLN as of Q3 2020.

Avior Wealth Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2020 after selling out during the quarter.
Avior Wealth Management sold 246 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2020, an estimated $4K.
Avior Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2018 and held it in 7 quarters.
Avior Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $4K in Q2 2020.
129 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2020.

Based on Avior Wealth Management's 13F filing for Q3 2020, filed 20 Oct 2020.