Institutional & Family Asset Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Institutional & Family Asset 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
2021 Q1	–	Sell	-81	Closed	-$2K	–	981
2020 Q4	$2K	Sell	81 -646	-89%	-$12.3K	﹤0.01%	782
2020 Q3	$13K	Hold	727	–	–	﹤0.01%	456
2020 Q2	$13K	Buy	+727	New	+$12.9K	﹤0.01%	456

Other funds holding IFLN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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 $514M AUM 16.05% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return

Institutional & Family Asset Management's IFLN Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2021, closing a stake of 81 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in IFLN in Q2 2020 and held it in 3 quarters. The position peaked at $13K in Q3 2020. 132 funds tracked by Wall St. Rank hold IFLN as of Q1 2021.

Institutional & Family Asset Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 81 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2021, an estimated $2K.
Institutional & Family Asset Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2020 and held it in 3 quarters.
Institutional & Family Asset Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $13K in Q3 2020.
132 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.