TC
IFLN

Truvestments Capital’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Truvestments Capital’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
-440
Closed -$8K – 455
2019
Q3 		$8K Hold
440
– – 0.01% 518
2019
Q2 		$8K Hold
440
– – 0.01% 562
2019
Q1 		$8K Buy
+440
New +$8.1K 0.01% 545
2018
Q3 		$8K Buy
+440
New +$8.14K ﹤0.01% 681

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
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 $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 $666B AUM 30.12% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 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 $514M AUM 16.05% 1-Year Est. Return

Truvestments Capital's IFLN Position: Q4 2019 in Review

Truvestments Capital sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2019, closing a stake of 440 shares — an estimated $8K sold.

Truvestments Capital first reported a position in IFLN in Q3 2018 and held it in 4 quarters. The position peaked at $8K in Q3 2019. 152 funds tracked by Wall St. Rank hold IFLN as of Q4 2019.

  • Truvestments Capital reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2019 after selling out during the quarter.
  • Truvestments Capital sold 440 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2019, an estimated $8K.
  • Truvestments Capital first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2018 and held it in 4 quarters.
  • Truvestments Capital's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $8K in Q3 2019.
  • 152 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2019.

Based on Truvestments Capital's 13F filing for Q4 2019, filed 29 Jan 2020.