Next Financial Group’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Next Financial Group’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 Q1	–	Sell	-605	Closed	-$12K	–	2615
2020 Q4	$12K	Sell	605 -93	-13%	-$1.77K	﹤0.01%	1725
2020 Q3	$13K	Buy	+698	New	+$13K	﹤0.01%	1553
2020 Q2	–	Sell	-686	Closed	-$11K	–	1534
2020 Q1	$11K	Buy	686 +36	+6%	+$665	﹤0.01%	1504
2019 Q4	$13K	Buy	650 +135	+26%	+$2.57K	﹤0.01%	1681
2019 Q3	$10K	Hold	515	–	–	﹤0.01%	1708
2019 Q2	$10K	Hold	515	–	–	﹤0.01%	1690
2019 Q1	$10K	Hold	515	–	–	﹤0.01%	1112
2018 Q4	$9K	Hold	515	–	–	﹤0.01%	1382
2018 Q3	$10K	Buy	+515	New	+$9.52K	﹤0.01%	985
2017 Q4	–	Sell	-515	Closed	-$10K	–	1075
2017 Q3	$10K	Hold	515	–	–	﹤0.01%	1216
2017 Q2	$10K	Hold	515	–	–	﹤0.01%	1319
2017 Q1	$10K	Hold	515	–	–	﹤0.01%	1286
2016 Q4	$10K	Hold	515	–	–	﹤0.01%	1660
2016 Q3	$10K	Hold	515	–	–	﹤0.01%	1653
2016 Q2	$9K	Hold	515	–	–	﹤0.01%	1233
2016 Q1	$9K	Hold	515	–	–	﹤0.01%	1205
2015 Q4	$8K	Hold	515	–	–	﹤0.01%	1258
2015 Q3	$9K	Hold	515	–	–	﹤0.01%	1253
2015 Q2	$9K	Sell	515 -55	-10%	-$1.04K	﹤0.01%	1309
2015 Q1	$10K	Hold	570	–	–	﹤0.01%	1242
2014 Q4	$11K	Sell	570 -3,795	-87%	-$72K	﹤0.01%	1218
2014 Q3	$83K	Buy	+4,365	New	+$84.5K	0.02%	723

Other funds holding IFLN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Prudent Investors Network Lake Forest, California $459M AUM 9.48% 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

Next Financial Group's IFLN Position: Q1 2021 in Review

Next Financial Group sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2021, closing a stake of 605 shares — an estimated $12K sold.

Next Financial Group first reported a position in IFLN in Q3 2014 and held it in 22 quarters. The position peaked at $83K in Q3 2014. 132 funds tracked by Wall St. Rank hold IFLN as of Q1 2021.

Next Financial Group reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2021 after selling out during the quarter.
Next Financial Group sold 605 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2021, an estimated $12K.
Next Financial Group first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2014 and held it in 22 quarters.
Next Financial Group's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $83K in Q3 2014.
132 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.