PFC
IFLN

Phocas Financial Corp’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Phocas Financial Corp’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
-2,828
Closed -$48.4K – 275
2022
Q4 		$48.4K Buy
+2,828
New +$48.1K 0.01% 244

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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Phocas Financial Corp's IFLN Position: Q1 2023 in Review

Phocas Financial Corp sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2023, closing a stake of 2,828 shares — an estimated $48.4K sold.

Phocas Financial Corp first reported a position in IFLN in Q4 2022 and held it in 1 quarter. The position peaked at $48.4K in Q4 2022. 131 funds tracked by Wall St. Rank hold IFLN as of Q1 2023.

  • Phocas Financial Corp reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2023 after selling out during the quarter.
  • Phocas Financial Corp sold 2,828 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2023, an estimated $48.4K.
  • Phocas Financial Corp first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2022 and held it in 1 quarter.
  • Phocas Financial Corp's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $48.4K in Q4 2022.
  • 131 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.