PFBT
IFLN

Parkside Financial Bank & Trust’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Parkside Financial Bank & Trust’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
2023
Q4 		– Sell
-586
Closed -$10K – 2153
2023
Q3 		$10K Buy
+586
New +$10.2K ﹤0.01% 1124

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Parkside Financial Bank & Trust's IFLN Position: Q4 2023 in Review

Parkside Financial Bank & Trust sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2023, closing a stake of 586 shares — an estimated $10K sold.

Parkside Financial Bank & Trust first reported a position in IFLN in Q3 2023 and held it in 1 quarter. The position peaked at $10K in Q3 2023. 120 funds tracked by Wall St. Rank hold IFLN as of Q4 2023.

  • Parkside Financial Bank & Trust reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 586 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2023, an estimated $10K.
  • Parkside Financial Bank & Trust first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2023 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $10K in Q3 2023.
  • 120 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2023, filed 1 Feb 2024.