SF
IFLN

Summit Financial’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Summit Financial’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
-13,349
Closed -$260K – 57
2020
Q4 		$260K Buy
+13,349
New +$254K 0.04% 48

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
PIN
Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Summit Financial's IFLN Position: Q1 2021 in Review

Summit Financial sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2021, closing a stake of 13,349 shares — an estimated $260K sold.

Summit Financial first reported a position in IFLN in Q4 2020 and held it in 1 quarter. The position peaked at $260K in Q4 2020. 132 funds tracked by Wall St. Rank hold IFLN as of Q1 2021.

  • Summit Financial reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2021 after selling out during the quarter.
  • Summit Financial sold 13,349 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2021, an estimated $260K.
  • Summit Financial first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2020 and held it in 1 quarter.
  • Summit Financial's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $260K in Q4 2020.
  • 132 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2021.

Based on Summit Financial's 13F filing for Q1 2021, filed 3 May 2021.