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

Regal 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
2022 Q2	–	Sell	-52,915	Closed	-$972K	–	544
2022 Q1	$972K	Buy	+52,915	New	+$989K	0.09%	219
2015 Q4	–	Sell	-1,259	Closed	-$22K	–	709
2015 Q3	$22K	Buy	1,259 +139	+12%	+$2.55K	0.01%	547
2015 Q2	$20K	Hold	1,120	–	–	0.01%	560
2015 Q1	$21K	Buy	1,120 +188	+20%	+$3.56K	0.01%	559
2014 Q4	$18K	Hold	932	–	–	﹤0.01%	551
2014 Q3	$18K	Sell	932 -1,043	-53%	-$20.2K	0.01%	575
2014 Q2	$39K	Hold	1,975	–	–	0.01%	422
2014 Q1	$38K	Buy	+1,975	New	+$38.2K	0.02%	392
2013 Q4	–	Sell	-6,257	Closed	-$118K	–	925
2013 Q3	$118K	Sell	6,257 -2,093	-25%	-$39.5K	0.07%	218
2013 Q2	$156K	Buy	+8,350	New	+$161K	0.09%	183

Other funds holding IFLN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Prudent Investors Network Lake Forest, California $459M AUM 9.48% 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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Regal Investment Advisors's IFLN Position: Q2 2022 in Review

Regal Investment Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2022, closing a stake of 52,915 shares — an estimated $972K sold.

Regal Investment Advisors first reported a position in IFLN in Q2 2013 and held it in 10 quarters. The position peaked at $972K in Q1 2022. 119 funds tracked by Wall St. Rank hold IFLN as of Q2 2022.

Regal Investment Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2022 after selling out during the quarter.
Regal Investment Advisors sold 52,915 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2022, an estimated $972K.
Regal Investment Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $972K in Q1 2022.
119 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2022.

Based on Regal Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.