Janney Montgomery Scott
IFLN

Janney Montgomery Scott’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Janney Montgomery Scott’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
2023
Q2 		– Sell
-20,926
Closed -$366K – 2705
2023
Q1 		$366K Buy
20,926
+4,780
+30% +$82.9K ﹤0.01% 1929
2022
Q4 		$276K Sell
16,146
-17,275
-52% -$294K ﹤0.01% 2179
2022
Q3 		$549K Buy
33,421
+568
+2% +$9.81K ﹤0.01% 1645
2022
Q2 		$554K Sell
32,853
-7,757
-19% -$136K ﹤0.01% 1561
2022
Q1 		$746K Buy
+40,610
New +$759K ﹤0.01% 1414
2021
Q3 		– Sell
-11,623
Closed -$227K – 2355
2021
Q2 		$227K Sell
11,623
-876
-7% -$17K ﹤0.01% 2075
2021
Q1 		$242K Sell
12,499
-3,238
-21% -$62.7K ﹤0.01% 1968
2020
Q4 		$306K Sell
15,737
-2,538
-14% -$48.3K ﹤0.01% 1875
2020
Q3 		$339K Sell
18,275
-14,286
-44% -$267K ﹤0.01% 1633
2020
Q2 		$589K Buy
32,561
+14,774
+83% +$262K ﹤0.01% 1284
2020
Q1 		$295K Sell
17,787
-3,163
-15% -$58.5K ﹤0.01% 1493
2019
Q4 		$404K Sell
20,950
-4,058
-16% -$77.4K ﹤0.01% 1538
2019
Q3 		$476K Sell
25,008
-5,077
-17% -$96.4K ﹤0.01% 1423
2019
Q2 		$570K Sell
30,085
-1,461
-5% -$27.4K ﹤0.01% 1359
2019
Q1 		$588K Sell
31,546
-52
-0.2% -$958 ﹤0.01% 1303
2018
Q4 		$558K Buy
31,598
+7,857
+33% +$142K 0.01% 1235
2018
Q3 		$440K Sell
23,741
-268
-1% -$4.96K ﹤0.01% 1503
2018
Q2 		$439K Sell
24,009
-98
-0.4% -$1.81K ﹤0.01% 1466
2018
Q1 		$446K Buy
24,107
+988
+4% +$18.5K ﹤0.01% 1383
2017
Q4 		$438K Hold
23,119
– – ﹤0.01% 1379
2017
Q3 		$441K Buy
23,119
+1,394
+6% +$26.5K 0.01% 1324
2017
Q2 		$413K Buy
21,725
+666
+3% +$12.6K 0.01% 1281
2017
Q1 		$396K Buy
+21,059
New +$397K 0.01% 1275

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott's IFLN Position: Q2 2023 in Review

Janney Montgomery Scott sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2023, closing a stake of 20,926 shares — an estimated $366K sold.

Janney Montgomery Scott first reported a position in IFLN in Q1 2017 and held it in 23 quarters. The position peaked at $746K in Q1 2022. 118 funds tracked by Wall St. Rank hold IFLN as of Q2 2023.

  • Janney Montgomery Scott reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 20,926 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2023, an estimated $366K.
  • Janney Montgomery Scott first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2017 and held it in 23 quarters.
  • Janney Montgomery Scott's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $746K in Q1 2022.
  • 118 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2023.

Based on Janney Montgomery Scott's 13F filing for Q2 2023, filed 26 Jul 2023.