GIA
IFLN

Gladstone Institutional Advisory’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Gladstone Institutional Advisory’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
Q2 		– Sell
-11,127
Closed -$184K – 285
2020
Q1 		$184K Sell
11,127
-13,801
-55% -$255K 0.05% 253
2019
Q4 		$480K Sell
24,928
-5,629
-18% -$107K 0.12% 139
2019
Q3 		$582K Sell
30,557
-6,382
-17% -$121K 0.15% 122
2019
Q2 		$700K Buy
36,939
+1,991
+6% +$37.4K 0.21% 103
2019
Q1 		$652K Buy
+34,948
New +$644K 0.24% 92

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

Gladstone Institutional Advisory's IFLN Position: Q2 2020 in Review

Gladstone Institutional Advisory sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2020, closing a stake of 11,127 shares — an estimated $184K sold.

Gladstone Institutional Advisory first reported a position in IFLN in Q1 2019 and held it in 5 quarters. The position peaked at $700K in Q2 2019. 132 funds tracked by Wall St. Rank hold IFLN as of Q2 2020.

  • Gladstone Institutional Advisory reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2020 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 11,127 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2020, an estimated $184K.
  • Gladstone Institutional Advisory first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2019 and held it in 5 quarters.
  • Gladstone Institutional Advisory's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $700K in Q2 2019.
  • 132 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2020.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2020, filed 17 Aug 2020.