KBFS
IFLN

Kohmann Bosshard Financial Services’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Kohmann Bosshard Financial Services’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
2020
Q3 		– Sell
-6,491
Closed -$118K – 119
2020
Q2 		$118K Sell
6,491
-1,914
-23% -$33.9K 0.04% 117
2020
Q1 		$139K Sell
8,405
-4,033
-32% -$74.5K 0.06% 95
2019
Q4 		$240K Sell
12,438
-10
-0.1% -$191 0.09% 73
2019
Q3 		$237K Sell
12,448
-144
-1% -$2.73K 0.09% 72
2019
Q2 		$239K Sell
12,592
-4,672
-27% -$87.6K 0.1% 73
2019
Q1 		$322K Sell
17,264
-32
-0.2% -$589 0.15% 59
2018
Q4 		$306K Buy
17,296
+150
+0.9% +$2.72K 0.17% 55
2018
Q3 		$318K Sell
17,146
-2,998
-15% -$55.4K 0.16% 51
2018
Q2 		$368K Sell
20,144
-4,340
-18% -$80.2K 0.21% 44
2018
Q1 		$453K Sell
24,484
-19,463
-44% -$364K 0.27% 46
2017
Q4 		$833K Sell
43,947
-41,604
-49% -$790K 0.53% 32
2017
Q3 		$1.63M Buy
+85,551
New +$1.63M 1.15% 20
2017
Q1 		$1.68M Buy
89,139
+5,436
+6% +$102K 1.43% 20
2016
Q4 		$1.58M Buy
+83,703
New +$1.57M 1.47% 19

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

Kohmann Bosshard Financial Services's IFLN Position: Q3 2020 in Review

Kohmann Bosshard Financial Services sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2020, closing a stake of 6,491 shares — an estimated $118K sold.

Kohmann Bosshard Financial Services first reported a position in IFLN in Q4 2016 and held it in 14 quarters. The position peaked at $1.68M in Q1 2017. 129 funds tracked by Wall St. Rank hold IFLN as of Q3 2020.

  • Kohmann Bosshard Financial Services reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2020 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 6,491 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2020, an estimated $118K.
  • Kohmann Bosshard Financial Services first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2016 and held it in 14 quarters.
  • Kohmann Bosshard Financial Services's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $1.68M in Q1 2017.
  • 129 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2020.

Based on Kohmann Bosshard Financial Services's 13F filing for Q3 2020, filed 7 Jan 2021.