PIMG
IFLN

Patriot Investment Management Group’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Patriot Investment Management 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
2023
Q1 		– Sell
-4,291
Closed -$75.3K – 345
2022
Q4 		$75.3K Buy
+4,291
New +$73K 0.01% 290
2020
Q3 		– Sell
-4,973
Closed -$90K – 521
2020
Q2 		$90K Buy
+4,973
New +$88K 0.01% 275

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Patriot Investment Management Group's IFLN Position: Q1 2023 in Review

Patriot Investment Management Group sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2023, closing a stake of 4,291 shares — an estimated $75.3K sold.

Patriot Investment Management Group first reported a position in IFLN in Q2 2020 and held it in 2 quarters. The position peaked at $90K in Q2 2020. 131 funds tracked by Wall St. Rank hold IFLN as of Q1 2023.

  • Patriot Investment Management Group reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 4,291 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2023, an estimated $75.3K.
  • Patriot Investment Management Group first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $90K in Q2 2020.
  • 131 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.