RIA
IFLN

Realta Investment Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-204
Closed -$4K – 1079
2019
Q4 		$4K Hold
204
– – ﹤0.01% 1402
2019
Q3 		$4K Hold
204
– – ﹤0.01% 1396
2019
Q2 		$4K Buy
+204
New +$3.83K ﹤0.01% 1441

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Realta Investment Advisors's IFLN Position: Q1 2020 in Review

Realta Investment Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2020, closing a stake of 204 shares — an estimated $4K sold.

Realta Investment Advisors first reported a position in IFLN in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 137 funds tracked by Wall St. Rank hold IFLN as of Q1 2020.

  • Realta Investment Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 204 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2020, an estimated $4K.
  • Realta Investment Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $4K in Q4 2019.
  • 137 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.