Frontier Wealth Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Frontier Wealth Management’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 Q3	–	Sell	-12,747	Closed	-$231K	–	367
2020 Q2	$231K	Buy	+12,747	New	+$226K	0.02%	308
2018 Q2	–	Sell	-141,569	Closed	-$2.62M	–	404
2018 Q1	$2.62M	Sell	141,569 -1,969	-1%	-$36.8K	0.37%	65
2017 Q4	$2.72M	Sell	143,538 -1,110	-0.8%	-$21.1K	0.44%	52
2017 Q3	$2.76M	Sell	144,648 -192,961	-57%	-$3.67M	0.4%	63
2017 Q2	$6.42M	Buy	337,609 +6,177	+2%	+$117K	0.98%	23
2017 Q1	$6.23M	Buy	331,432 +170,550	+106%	+$3.21M	0.95%	22
2016 Q4	$3.02M	Sell	160,882 -61,163	-28%	-$1.14M	0.49%	57
2016 Q3	$4.19M	Buy	222,045 +74,636	+51%	+$1.4M	0.64%	34
2016 Q2	$2.71M	Sell	147,409 -52,740	-26%	-$956K	0.43%	60
2016 Q1	$3.56M	Sell	200,149 -16,441	-8%	-$285K	0.3%	44
2015 Q4	$3.78M	Buy	216,590 +103,851	+92%	+$1.86M	0.61%	39
2015 Q3	$2.01M	Buy	112,739 +33,623	+42%	+$617K	0.32%	82
2015 Q2	$1.48M	Sell	79,116 -262,350	-77%	-$4.97M	0.23%	101
2015 Q1	$6.48M	Buy	341,466 +282,860	+483%	+$5.35M	1.04%	21
2014 Q4	$1.1M	Buy	+58,606	New	+$1.11M	0.21%	78

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

Frontier Wealth Management's IFLN Position: Q3 2020 in Review

Frontier Wealth Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2020, closing a stake of 12,747 shares — an estimated $231K sold.

Frontier Wealth Management first reported a position in IFLN in Q4 2014 and held it in 15 quarters. The position peaked at $6.48M in Q1 2015. 129 funds tracked by Wall St. Rank hold IFLN as of Q3 2020.

Frontier Wealth Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2020 after selling out during the quarter.
Frontier Wealth Management sold 12,747 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2020, an estimated $231K.
Frontier Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2014 and held it in 15 quarters.
Frontier Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $6.48M in Q1 2015.
129 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2020.

Based on Frontier Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.