JPLA
IFLN

Joseph P. Lucia & Associates’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Joseph P. Lucia & Associates’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
Q4 		– Sell
-313
Closed -$6K – 437
2021
Q3 		$6K Hold
313
– – ﹤0.01% 427
2021
Q2 		$6K Hold
313
– – ﹤0.01% 432
2021
Q1 		$6K Buy
+313
New +$6.06K ﹤0.01% 411

Other funds holding IFLN

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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 $424B AUM 22.96% 1-Year Est. Return
PIN
Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Joseph P. Lucia & Associates's IFLN Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2021, closing a stake of 313 shares — an estimated $6K sold.

Joseph P. Lucia & Associates first reported a position in IFLN in Q1 2021 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 140 funds tracked by Wall St. Rank hold IFLN as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 313 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2021, an estimated $6K.
  • Joseph P. Lucia & Associates first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $6K in Q3 2021.
  • 140 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.