EC
IFLN

Estate Counselors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Estate Counselors’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
-158,300
Closed -$3.05M – 132
2019
Q4 		$3.05M Buy
158,300
+2,150
+1% +$41K 0.45% 53
2019
Q3 		$2.97M Buy
+156,150
New +$2.96M 0.46% 52
2019
Q1 		– Sell
-336,630
Closed -$5.95M – 70
2018
Q4 		$5.95M Sell
336,630
-322,480
-49% -$5.84M 1.2% 34
2018
Q3 		$12.2M Buy
659,110
+304,160
+86% +$5.62M 2.21% 19
2018
Q2 		$6.49M Buy
354,950
+34,530
+11% +$638K 1.23% 29
2018
Q1 		$5.93M Sell
320,420
-83,130
-21% -$1.56M 1.1% 33
2017
Q4 		$7.65M Sell
403,550
-371,590
-48% -$7.05M 1.53% 25
2017
Q3 		$14.8M Buy
775,140
+215,260
+38% +$4.09M 2.94% 9
2017
Q2 		$10.6M Buy
559,880
+21,620
+4% +$410K 2.41% 15
2017
Q1 		$10.1M Buy
538,260
+72,930
+16% +$1.37M 2.63% 12
2016
Q4 		$8.74M Sell
465,330
-182,800
-28% -$3.42M 2.42% 12
2016
Q3 		$12.2M Buy
648,130
+211,130
+48% +$3.95M 4.74% 5
2016
Q2 		$8.04M Sell
437,000
-14,700
-3% -$266K 3.2% 12
2016
Q1 		$8.04M Buy
451,700
+90,000
+25% +$1.56M 3.54% 11
2015
Q4 		$6.31M Buy
+361,700
New +$6.47M 2.57% 15

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
TCM
Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Estate Counselors's IFLN Position: Q1 2020 in Review

Estate Counselors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2020, closing a stake of 158,300 shares — an estimated $3.05M sold.

Estate Counselors first reported a position in IFLN in Q4 2015 and held it in 15 quarters. The position peaked at $14.8M in Q3 2017. 135 funds tracked by Wall St. Rank hold IFLN as of Q1 2020.

  • Estate Counselors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2020 after selling out during the quarter.
  • Estate Counselors sold 158,300 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2020, an estimated $3.05M.
  • Estate Counselors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2015 and held it in 15 quarters.
  • Estate Counselors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $14.8M in Q3 2017.
  • 135 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2020.

Based on Estate Counselors's 13F filing for Q1 2020, filed 28 Apr 2020.