FI
IFLN

FormulaFolio Investments’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-14,616
Closed -$284K – 707
2020
Q4 		$284K Sell
14,616
-3,046
-17% -$58K 0.01% 543
2020
Q3 		$327K Sell
17,662
-40,261
-70% -$752K 0.01% 245
2020
Q2 		$1.05M Sell
57,923
-21,322
-27% -$377K 0.04% 136
2020
Q1 		$1.31M Sell
79,245
-897,628
-92% -$16.6M 0.07% 99
2019
Q4 		$18.8M Buy
976,873
+39,058
+4% +$745K 0.67% 33
2019
Q3 		$17.8M Buy
937,815
+9,420
+1% +$179K 0.69% 33
2019
Q2 		$17.6M Buy
928,395
+304,598
+49% +$5.71M 0.74% 29
2019
Q1 		$11.6M Sell
623,797
-318,555
-34% -$5.87M 0.51% 38
2018
Q4 		$17.5M Hold
942,352
– – 0.77% 25
2018
Q3 		$17.5M Buy
942,352
+15,777
+2% +$292K 0.77% 25
2018
Q2 		$16.9M Buy
926,575
+371,015
+67% +$6.85M 0.81% 25
2018
Q1 		$10.3M Buy
555,560
+63,915
+13% +$1.2M 0.6% 27
2017
Q4 		$9.32M Sell
491,645
-28,364
-5% -$538K 0.61% 26
2017
Q3 		$9.92M Buy
520,009
+54,283
+12% +$1.03M 0.76% 22
2017
Q2 		$8.86M Buy
465,726
+18,989
+4% +$360K 0.8% 19
2017
Q1 		$8.4M Buy
446,737
+201,348
+82% +$3.79M 0.93% 15
2016
Q4 		$4.61M Sell
245,389
-147,258
-38% -$2.76M 0.62% 16
2016
Q3 		$7.41M Buy
392,647
+222,619
+131% +$4.17M 1.1% 17
2016
Q2 		$3.13M Buy
170,028
+285
+0.2% +$5.17K 0.53% 26
2016
Q1 		$3.02M Buy
+169,743
New +$2.94M 0.52% 21
2015
Q3 		– Sell
-106,972
Closed -$2M – 117
2015
Q2 		$2M Buy
106,972
+14,406
+16% +$273K 0.56% 18
2015
Q1 		$1.76M Buy
92,566
+42,199
+84% +$799K 0.54% 20
2014
Q4 		$947K Buy
+50,367
New +$955K 0.37% 21

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
PIN
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

FormulaFolio Investments's IFLN Position: Q1 2021 in Review

FormulaFolio Investments sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2021, closing a stake of 14,616 shares — an estimated $284K sold.

FormulaFolio Investments first reported a position in IFLN in Q4 2014 and held it in 23 quarters. The position peaked at $18.8M in Q4 2019. 132 funds tracked by Wall St. Rank hold IFLN as of Q1 2021.

  • FormulaFolio Investments reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 14,616 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2021, an estimated $284K.
  • FormulaFolio Investments first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2014 and held it in 23 quarters.
  • FormulaFolio Investments's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $18.8M in Q4 2019.
  • 132 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.