PCA
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Prosperity Capital Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Prosperity Capital Advisors’s Portfolio FALN Stock Details FALN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,514
Closed -$287K – 346
2024
Q3 		$287K Sell
10,514
-6,386
-38% -$172K 0.02% 280
2024
Q2 		$443K Buy
16,900
+4,377
+35% +$115K 0.05% 207
2024
Q1 		$336K Buy
12,523
+2,052
+20% +$54.5K 0.04% 247
2023
Q4 		$276K Buy
+10,471
New +$265K 0.03% 206

Other funds holding FALN

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return