OPS
IFLN

Orion Portfolio Solutions’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Orion Portfolio Solutions’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
-11,713
Closed -$228K – 557
2020
Q4 		$228K Sell
11,713
-18,428
-61% -$351K 0.01% 455
2020
Q3 		$559K Sell
30,141
-359
-1% -$6.71K 0.03% 247
2020
Q2 		$552K Sell
30,500
-1,310
-4% -$23.2K 0.03% 223
2020
Q1 		$527K Buy
31,810
+3,653
+13% +$67.5K 0.04% 198
2019
Q4 		$542K Buy
+28,157
New +$537K 0.04% 195

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
PIN
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

Orion Portfolio Solutions's IFLN Position: Q1 2021 in Review

Orion Portfolio Solutions sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2021, closing a stake of 11,713 shares — an estimated $228K sold.

Orion Portfolio Solutions first reported a position in IFLN in Q4 2019 and held it in 5 quarters. The position peaked at $559K in Q3 2020. 132 funds tracked by Wall St. Rank hold IFLN as of Q1 2021.

  • Orion Portfolio Solutions reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2021 after selling out during the quarter.
  • Orion Portfolio Solutions sold 11,713 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2021, an estimated $228K.
  • Orion Portfolio Solutions first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2019 and held it in 5 quarters.
  • Orion Portfolio Solutions's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $559K in Q3 2020.
  • 132 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2021.

Based on Orion Portfolio Solutions's 13F filing for Q1 2021, filed 17 May 2021.