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

Founders Financial 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 Q2	–	Sell	-170,828	Closed	-$3.14M	–	292
2022 Q1	$3.14M	Sell	170,828 -6,230	-4%	-$116K	0.56%	37
2021 Q4	$3.44M	Buy	177,058 +15,204	+9%	+$295K	0.62%	33
2021 Q3	$3.15M	Buy	161,854 +1,900	+1%	+$37.2K	0.63%	35
2021 Q2	$3.13M	Buy	+159,954	New	+$3.11M	0.62%	32

Other funds holding IFLN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Founders Financial Securities's IFLN Position: Q2 2022 in Review

Founders Financial Securities sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2022, closing a stake of 170,828 shares — an estimated $3.14M sold.

Founders Financial Securities first reported a position in IFLN in Q2 2021 and held it in 4 quarters. The position peaked at $3.44M in Q4 2021. 119 funds tracked by Wall St. Rank hold IFLN as of Q2 2022.

Founders Financial Securities reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2022 after selling out during the quarter.
Founders Financial Securities sold 170,828 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2022, an estimated $3.14M.
Founders Financial Securities first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2021 and held it in 4 quarters.
Founders Financial Securities's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $3.44M in Q4 2021.
119 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2022.

Based on Founders Financial Securities's 13F filing for Q2 2022, filed 27 Jul 2022.