BFIM
IFLN

Beese Fulmer Investment Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Beese Fulmer Investment 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
-575
Closed -$10K – 446
2020
Q2 		$10K Buy
+575
New +$10.2K ﹤0.01% 475

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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

Beese Fulmer Investment Management's IFLN Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2020, closing a stake of 575 shares — an estimated $10K sold.

Beese Fulmer Investment Management first reported a position in IFLN in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 129 funds tracked by Wall St. Rank hold IFLN as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 575 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2020, an estimated $10K.
  • Beese Fulmer Investment Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $10K in Q2 2020.
  • 129 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.