Loomis, Sayles & Company
IFLN

Loomis, Sayles & Company’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Loomis, Sayles & Company’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
Q2 		– Sell
-686
Closed -$11K – 736
2020
Q1 		$11K Buy
+686
New +$12.7K ﹤0.01% 673

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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 $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return

Loomis, Sayles & Company's IFLN Position: Q2 2020 in Review

Loomis, Sayles & Company sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2020, closing a stake of 686 shares — an estimated $11K sold.

Loomis, Sayles & Company first reported a position in IFLN in Q1 2020 and held it in 1 quarter. The position peaked at $11K in Q1 2020. 132 funds tracked by Wall St. Rank hold IFLN as of Q2 2020.

  • Loomis, Sayles & Company reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2020 after selling out during the quarter.
  • Loomis, Sayles & Company sold 686 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2020, an estimated $11K.
  • Loomis, Sayles & Company first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2020 and held it in 1 quarter.
  • Loomis, Sayles & Company's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $11K in Q1 2020.
  • 132 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2020.

Based on Loomis, Sayles & Company's 13F filing for Q2 2020, filed 14 Aug 2020.