Carroll Financial Associates’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Carroll Financial 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 Q4	–	Sell	-5	Closed	–	–	1630
2020 Q3	$0	Hold	5	–	–	﹤0.01%	1631
2020 Q2	$0	Hold	5	–	–	﹤0.01%	1648
2020 Q1	$0	Hold	5	–	–	﹤0.01%	1618
2019 Q4	$0	Hold	5	–	–	﹤0.01%	1651
2019 Q3	$0	Sell	5 -51	-91%	-$968	﹤0.01%	1662
2019 Q2	$1K	Buy	56 +51	+1,020%	+$957	﹤0.01%	1492
2019 Q1	$0	Buy	+5	New	+$92	﹤0.01%	1458
2017 Q4	–	Sell	-52	Closed	–	–	1281
2017 Q3	$0	Hold	52	–	–	﹤0.01%	1239
2017 Q2	$0	Buy	+52	New	+$985	﹤0.01%	1224

Other funds holding IFLN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CAI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Carroll Financial Associates's IFLN Position: Q4 2020 in Review

Carroll Financial Associates sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2020, closing a stake of 5 shares.

Carroll Financial Associates first reported a position in IFLN in Q2 2017 and held it in 9 quarters. The position peaked at $1K in Q2 2019. 142 funds tracked by Wall St. Rank hold IFLN as of Q4 2020.

Carroll Financial Associates reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2020 after selling out during the quarter.
Carroll Financial Associates sold 5 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2020.
Carroll Financial Associates first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2017 and held it in 9 quarters.
Carroll Financial Associates's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $1K in Q2 2019.
142 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2020.

Based on Carroll Financial Associates's 13F filing for Q4 2020, filed 8 Jan 2021.