Harborview Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Harborview Advisors’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 Q3	$554K	Buy	28,427 +369	+1%	+$7.22K	0.31%	62
2021 Q2	$548K	Buy	28,058 +3,922	+16%	+$76.2K	0.31%	61
2021 Q1	$467K	Buy	24,136 +5,710	+31%	+$111K	0.28%	64
2020 Q4	$358K	Buy	18,426 +1,982	+12%	+$37.7K	0.24%	70
2020 Q3	$305K	Buy	16,444 +2,170	+15%	+$40.5K	0.23%	73
2020 Q2	$258K	Sell	14,274 -208	-1%	-$3.68K	0.21%	76
2020 Q1	$240K	Sell	14,482 -3,571	-20%	-$66K	0.24%	74
2019 Q4	$348K	Buy	18,053 +1,641	+10%	+$31.3K	0.27%	56
2019 Q3	$312K	Buy	16,412 +675	+4%	+$12.8K	0.25%	58
2019 Q2	$298K	Buy	15,737 +507	+3%	+$9.51K	0.24%	60
2019 Q1	$284K	Buy	+15,230	New	+$280K	0.25%	55

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Harborview Advisors's IFLN Position: Q3 2021 in Review

Harborview Advisors increased its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 1.3% in Q3 2021, buying an estimated $7.22K and bringing the position to 28,427 shares worth $554K. The position accounts for 0.31% of the portfolio, ranked #62.

Harborview Advisors first reported a position in IFLN in Q1 2019 and has held it in 11 quarters since. 130 funds tracked by Wall St. Rank hold IFLN as of Q3 2021.

Harborview Advisors held 28,427 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $554K as of Q3 2021.
Harborview Advisors bought 369 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2021, an estimated $7.22K.
Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.31% of Harborview Advisors's portfolio in Q3 2021, its #62 holding.
Harborview Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2019 and has held it in 11 quarters since.
130 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.