Concourse Financial Group Securities’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Concourse Financial Group Securities’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
2022 Q1	–	Sell	-1,933	Closed	-$36.1K	–	2371
2021 Q4	$38K	Hold	1,933	–	–	﹤0.01%	1396
2021 Q3	$38K	Hold	1,933	–	–	﹤0.01%	1421
2021 Q2	$38K	Buy	1,933 +38	+2%	+$738	﹤0.01%	1422
2021 Q1	$37K	Hold	1,895	–	–	﹤0.01%	1342
2020 Q4	$37K	Buy	1,895 +938	+98%	+$17.9K	﹤0.01%	1242
2020 Q3	$18K	Buy	+957	New	+$17.9K	﹤0.01%	1399
2020 Q2	–	Sell	-698	Closed	-$12.4K	–	2211
2020 Q1	$12K	Buy	+698	New	+$12.9K	﹤0.01%	1404

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Prudent Investors Network Lake Forest, California $516M AUM 14.14% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Concourse Financial Group Securities's IFLN Position: Q1 2022 in Review

Concourse Financial Group Securities sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2022, closing a stake of 1,933 shares — an estimated $36.1K sold.

Concourse Financial Group Securities first reported a position in IFLN in Q1 2020 and held it in 7 quarters. The position peaked at $38K in Q4 2021. 130 funds tracked by Wall St. Rank hold IFLN as of Q1 2022.

Concourse Financial Group Securities reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2022 after selling out during the quarter.
Concourse Financial Group Securities sold 1,933 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2022, an estimated $36.1K.
Concourse Financial Group Securities first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2020 and held it in 7 quarters.
Concourse Financial Group Securities's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $38K in Q4 2021.
130 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2022.

Based on Concourse Financial Group Securities's 13F filing for Q1 2022, filed 9 May 2022.