PI
IFLN

PFS Investments’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

PFS Investments’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
Q2 		$27M Buy
1,543,592
+16,460
+1% +$287K 0.44% 68
2023
Q1 		$26.7M Buy
1,527,132
+460,528
+43% +$7.99M 0.46% 67
2022
Q4 		$18.3M Buy
+1,066,604
New +$18.2M 0.34% 76
2022
Q3 		– Sell
-667,499
Closed -$11.2M – 445
2022
Q2 		$11.2M Buy
+667,499
New +$11.7M 0.23% 116
2019
Q3 		– Sell
-17,598
Closed -$3.34M – 204
2019
Q2 		$3.34M Buy
17,598
+1,310
+8% +$24.6K 0.15% 69
2019
Q1 		$304K Buy
16,288
+2,944
+22% +$54.2K 0.02% 132
2018
Q4 		$241K Buy
13,344
+968
+8% +$17.5K 0.01% 90
2018
Q3 		$229K Buy
+12,376
New +$229K 0.02% 87

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return