Simplicity Solutions’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-92,047	Closed	-$1.79M	–	833
2020 Q4	$1.79M	Buy	92,047 +4,395	+5%	+$83.6K	0.03%	416
2020 Q3	$1.63M	Buy	87,652 +4,232	+5%	+$79.1K	0.03%	382
2020 Q2	$1.51M	Buy	+83,420	New	+$1.48M	0.03%	361
2020 Q1	–	Sell	-41,446	Closed	-$798K	–	862
2019 Q4	$798K	Buy	+41,446	New	+$790K	0.02%	435
2019 Q3	–	Sell	-10,358	Closed	-$196K	–	766
2019 Q2	$196K	Buy	+10,358	New	+$194K	0.01%	629
2018 Q4	–	Sell	-13,422	Closed	-$249K	–	745
2018 Q3	$249K	Sell	13,422 -1,144	-8%	-$21.2K	0.01%	455
2018 Q2	$266K	Sell	14,566 -5,869	-29%	-$108K	0.02%	398
2018 Q1	$378K	Sell	20,435 -1,248	-6%	-$23.3K	0.03%	243
2017 Q4	$411K	Buy	+21,683	New	+$412K	0.04%	246
2017 Q3	–	Sell	-41,329	Closed	-$786K	–	333
2017 Q2	$786K	Buy	41,329 +6,841	+20%	+$130K	0.09%	189
2017 Q1	$649K	Buy	+34,488	New	+$649K	0.1%	202

Other funds holding IFLN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Prudent Investors Network Lake Forest, California $516M AUM 14.14% 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

Simplicity Solutions's IFLN Position: Q1 2021 in Review

Simplicity Solutions sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2021, closing a stake of 92,047 shares — an estimated $1.79M sold.

Simplicity Solutions first reported a position in IFLN in Q1 2017 and held it in 11 quarters. The position peaked at $1.79M in Q4 2020. 132 funds tracked by Wall St. Rank hold IFLN as of Q1 2021.

Simplicity Solutions reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 92,047 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2021, an estimated $1.79M.
Simplicity Solutions first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2017 and held it in 11 quarters.
Simplicity Solutions's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $1.79M in Q4 2020.
132 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.