PFS
IFLN

Prospera Financial Services’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-635
Closed -$11K – 1379
2022
Q2 		$11K Sell
635
-1,584
-71% -$27.8K ﹤0.01% 1325
2022
Q1 		$41K Buy
+2,219
New +$41.5K ﹤0.01% 1456
2020
Q4 		– Sell
-2,759
Closed -$51K – 1309
2020
Q3 		$51K Buy
+2,759
New +$51.5K 0.02% 612
2019
Q4 		– Sell
-13,351
Closed -$254K – 620
2019
Q3 		$254K Sell
13,351
-282
-2% -$5.35K 0.03% 467
2019
Q2 		$259K Sell
13,633
-2,831
-17% -$53.1K 0.03% 438
2019
Q1 		$309K Buy
16,464
+3,871
+31% +$71.3K 0.1% 241
2018
Q4 		$223K Sell
12,593
-2,918
-19% -$52.9K 0.05% 346
2018
Q3 		$285K Sell
15,511
-5,251
-25% -$97.1K 0.05% 322
2018
Q2 		$381K Sell
20,762
-798
-4% -$14.7K 0.05% 293
2018
Q1 		$399K Buy
21,560
+6,480
+43% +$121K 0.06% 280
2017
Q4 		$287K Sell
15,080
-45,739
-75% -$868K 0.04% 320
2017
Q3 		$1.16M Sell
60,819
-2,103
-3% -$40K 0.18% 116
2017
Q2 		$1.2M Sell
62,922
-1,221
-2% -$23.1K 0.19% 108
2017
Q1 		$1.21M Buy
64,143
+8,566
+15% +$161K 0.22% 94
2016
Q4 		$1.04M Sell
55,577
-429
-0.8% -$8.03K 0.2% 94
2016
Q3 		$1.06M Buy
56,006
+7,517
+16% +$141K 0.21% 91
2016
Q2 		$892K Buy
48,489
+4,431
+10% +$80.3K 0.18% 105
2016
Q1 		$784K Buy
+44,058
New +$762K 0.17% 95

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Prospera Financial Services's IFLN Position: Q3 2022 in Review

Prospera Financial Services sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2022, closing a stake of 635 shares — an estimated $11K sold.

Prospera Financial Services first reported a position in IFLN in Q1 2016 and held it in 18 quarters. The position peaked at $1.21M in Q1 2017. 115 funds tracked by Wall St. Rank hold IFLN as of Q3 2022.

  • Prospera Financial Services reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 635 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2022, an estimated $11K.
  • Prospera Financial Services first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2016 and held it in 18 quarters.
  • Prospera Financial Services's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $1.21M in Q1 2017.
  • 115 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.