TFS
IFLN

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

TrustCore Financial Services’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
-755
Closed -$15K – 978
2020
Q4 		$15K Buy
755
+718
+1,941% +$13.7K ﹤0.01% 618
2020
Q3 		$1K Buy
+37
New +$691 ﹤0.01% 809

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
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
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
TCM
Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return

TrustCore Financial Services's IFLN Position: Q1 2021 in Review

TrustCore Financial Services sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2021, closing a stake of 755 shares — an estimated $15K sold.

TrustCore Financial Services first reported a position in IFLN in Q3 2020 and held it in 2 quarters. The position peaked at $15K in Q4 2020. 132 funds tracked by Wall St. Rank hold IFLN as of Q1 2021.

  • TrustCore Financial Services reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2021 after selling out during the quarter.
  • TrustCore Financial Services sold 755 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2021, an estimated $15K.
  • TrustCore Financial Services first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2020 and held it in 2 quarters.
  • TrustCore Financial Services's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $15K in Q4 2020.
  • 132 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2021.

Based on TrustCore Financial Services's 13F filing for Q1 2021, filed 30 Apr 2021.