DI
IFLN

Diligent Investors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Diligent Investors’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
2021
Q2 		– Sell
-10,068
Closed -$195K – 248
2021
Q1 		$195K Buy
10,068
+13
+0.1% +$252 0.07% 218
2020
Q4 		$195K Buy
10,055
+14
+0.1% +$266 0.08% 204
2020
Q3 		$186K Sell
10,041
-2,346
-19% -$43.8K 0.08% 189
2020
Q2 		$224K Buy
12,387
+97
+0.8% +$1.72K 0.11% 165
2020
Q1 		$204K Sell
12,290
-7,087
-37% -$131K 0.12% 149
2019
Q4 		$373K Sell
19,377
-33,188
-63% -$633K 0.17% 131
2019
Q3 		$1M Sell
52,565
-4,612
-8% -$87.6K 0.49% 49
2019
Q2 		$1.08M Sell
57,177
-102,375
-64% -$1.92M 0.54% 45
2019
Q1 		$2.98M Sell
159,552
-6,387
-4% -$118K 1.7% 9
2018
Q4 		$2.93M Sell
165,939
-10,176
-6% -$184K 1.92% 8
2018
Q3 		$3.26M Buy
176,115
+10,386
+6% +$192K 1.79% 8
2018
Q2 		$3.03M Buy
165,729
+5,041
+3% +$93.1K 1.85% 9
2018
Q1 		$2.97M Buy
160,688
+148,367
+1,204% +$2.78M 1.79% 9
2017
Q4 		$233K Buy
+12,321
New +$234K 0.15% 164
2017
Q3 		– Sell
-145,302
Closed -$2.76M – 190
2017
Q2 		$2.76M Buy
145,302
+4,462
+3% +$84.5K 1.96% 7
2017
Q1 		$2.65M Buy
140,840
+4,360
+3% +$82.1K 2.03% 9
2016
Q4 		$2.56M Buy
136,480
+13,131
+11% +$246K 2.03% 9
2016
Q3 		$2.33M Buy
+123,349
New +$2.31M 1.89% 10

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PIN
Prudent Investors Network Lake Forest, California $516M AUM 14.14% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return

Diligent Investors's IFLN Position: Q2 2021 in Review

Diligent Investors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2021, closing a stake of 10,068 shares — an estimated $195K sold.

Diligent Investors first reported a position in IFLN in Q3 2016 and held it in 18 quarters. The position peaked at $3.26M in Q3 2018. 131 funds tracked by Wall St. Rank hold IFLN as of Q2 2021.

  • Diligent Investors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2021 after selling out during the quarter.
  • Diligent Investors sold 10,068 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2021, an estimated $195K.
  • Diligent Investors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2016 and held it in 18 quarters.
  • Diligent Investors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $3.26M in Q3 2018.
  • 131 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2021.

Based on Diligent Investors's 13F filing for Q2 2021, filed 12 Aug 2021.