SI
IFLN

Stephens Inc’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Stephens Inc’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
Q2 		– Sell
-104,908
Closed -$1.74M – 1191
2020
Q1 		$1.74M Buy
+104,908
New +$1.94M 0.05% 368
2014
Q1 		– Sell
-12,672
Closed -$243K – 880
2013
Q4 		$243K Sell
12,672
-550
-4% -$10.5K 0.01% 714
2013
Q3 		$249K Buy
+13,222
New +$249K 0.01% 648

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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 $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

Stephens Inc's IFLN Position: Q2 2020 in Review

Stephens Inc sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2020, closing a stake of 104,908 shares — an estimated $1.74M sold.

Stephens Inc first reported a position in IFLN in Q3 2013 and held it in 3 quarters. The position peaked at $1.74M in Q1 2020. 132 funds tracked by Wall St. Rank hold IFLN as of Q2 2020.

  • Stephens Inc reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2020 after selling out during the quarter.
  • Stephens Inc sold 104,908 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2020, an estimated $1.74M.
  • Stephens Inc first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2013 and held it in 3 quarters.
  • Stephens Inc's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $1.74M in Q1 2020.
  • 132 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2020.

Based on Stephens Inc's 13F filing for Q2 2020, filed 24 Aug 2020.