SIM
IFLN

Sonora Investment Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Sonora Investment Management’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
2019
Q4 		– Sell
-214
Closed -$4K – 1713
2019
Q3 		$4K Buy
+214
New +$4.06K ﹤0.01% 1466

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
PIN
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

Sonora Investment Management's IFLN Position: Q4 2019 in Review

Sonora Investment Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2019, closing a stake of 214 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in IFLN in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 152 funds tracked by Wall St. Rank hold IFLN as of Q4 2019.

  • Sonora Investment Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2019 after selling out during the quarter.
  • Sonora Investment Management sold 214 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2019, an estimated $4K.
  • Sonora Investment Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2019 and held it in 1 quarter.
  • Sonora Investment Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $4K in Q3 2019.
  • 152 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2019.

Based on Sonora Investment Management's 13F filing for Q4 2019, filed 17 Jan 2020.