JFA
IFLN

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

JNBA Financial 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
2024
Q3 		– Sell
-231
Closed -$4.15K – 678
2024
Q2 		$4.15K Hold
231
– – ﹤0.01% 538
2024
Q1 		$4.19K Hold
231
– – ﹤0.01% 553
2023
Q4 		$4.19K Hold
231
– – ﹤0.01% 553
2023
Q3 		$3.95K Hold
231
– – ﹤0.01% 567
2023
Q2 		$4.04K Buy
+231
New +$4.02K ﹤0.01% 561
2016
Q4 		– Sell
-148
Closed -$3K – 1093
2016
Q3 		$3K Buy
+148
New +$2.77K ﹤0.01% 1364

Other funds holding IFLN

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

JNBA Financial Advisors's IFLN Position: Q3 2024 in Review

JNBA Financial Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2024, closing a stake of 231 shares — an estimated $4.15K sold.

JNBA Financial Advisors first reported a position in IFLN in Q3 2016 and held it in 6 quarters. The position peaked at $4.19K in Q1 2024. 116 funds tracked by Wall St. Rank hold IFLN as of Q3 2024.

  • JNBA Financial Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2024 after selling out during the quarter.
  • JNBA Financial Advisors sold 231 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2024, an estimated $4.15K.
  • JNBA Financial Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2016 and held it in 6 quarters.
  • JNBA Financial Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $4.19K in Q1 2024.
  • 116 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2024.

Based on JNBA Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.