SSG
IFLN

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

Summit Securities Group’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
-14,133
Closed -$234K – 465
2020
Q1 		$234K Buy
+14,133
New +$261K 0.04% 236

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

Summit Securities Group's IFLN Position: Q2 2020 in Review

Summit Securities Group sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2020, closing a stake of 14,133 shares — an estimated $234K sold.

Summit Securities Group first reported a position in IFLN in Q1 2020 and held it in 1 quarter. The position peaked at $234K in Q1 2020. 132 funds tracked by Wall St. Rank hold IFLN as of Q2 2020.

  • Summit Securities Group reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2020 after selling out during the quarter.
  • Summit Securities Group sold 14,133 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2020, an estimated $234K.
  • Summit Securities Group first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2020 and held it in 1 quarter.
  • Summit Securities Group's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $234K in Q1 2020.
  • 132 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2020.

Based on Summit Securities Group's 13F filing for Q2 2020, filed 6 Aug 2020.