Braun-Bostich & Associates’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Braun-Bostich & Associates’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	-275,829	Closed	-$5.31M	–	327
2019 Q4	$5.31M	Buy	275,829 +10,870	+4%	+$207K	5.23%	5
2019 Q3	$5.04M	Buy	264,959 +11,899	+5%	+$226K	5.86%	4
2019 Q2	$4.79M	Buy	253,060 +68,808	+37%	+$1.29M	5.01%	5
2019 Q1	$3.44M	Buy	+184,252	New	+$3.39M	3.58%	5

Other funds holding IFLN

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Jane Street New York $1.21T AUM 78.12% 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

TCM

Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Braun-Bostich & Associates's IFLN Position: Q1 2020 in Review

Braun-Bostich & Associates sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2020, closing a stake of 275,829 shares — an estimated $5.31M sold.

Braun-Bostich & Associates first reported a position in IFLN in Q1 2019 and held it in 4 quarters. The position peaked at $5.31M in Q4 2019. 135 funds tracked by Wall St. Rank hold IFLN as of Q1 2020.

Braun-Bostich & Associates reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 275,829 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2020, an estimated $5.31M.
Braun-Bostich & Associates first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2019 and held it in 4 quarters.
Braun-Bostich & Associates's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $5.31M in Q4 2019.
135 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2020.

Based on Braun-Bostich & Associates's 13F filing for Q1 2020, filed 11 May 2020.