VFA
IFLN

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

Valeo Financial Advisors’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
Q2 		– Sell
-113
Closed -$2K – 1442
2021
Q1 		$2K Buy
113
+1
+0.9% +$19 ﹤0.01% 1818
2020
Q4 		$2K Buy
112
+1
+0.9% +$19 ﹤0.01% 1533
2020
Q3 		$2K Buy
111
+1
+0.9% +$19 ﹤0.01% 1422
2020
Q2 		$2K Buy
110
+2
+2% +$35 ﹤0.01% 1782
2020
Q1 		$2K Buy
108
+1
+0.9% +$18 ﹤0.01% 1564
2019
Q4 		$2K Buy
107
+1
+0.9% +$19 ﹤0.01% 1473
2019
Q3 		$2K Buy
106
+1
+1% +$19 ﹤0.01% 1398
2019
Q2 		$2K Sell
105
-133
-56% -$2.5K ﹤0.01% 1421
2019
Q1 		$4K Buy
238
+135
+131% +$2.49K ﹤0.01% 1244
2018
Q4 		$2K Buy
103
+1
+1% +$18 ﹤0.01% 1302
2018
Q3 		$2K Buy
102
+1
+1% +$18 ﹤0.01% 1498
2018
Q2 		$2K Sell
101
-3
-3% -$55 ﹤0.01% 1366
2018
Q1 		$2K Buy
104
+1
+1% +$19 ﹤0.01% 1344
2017
Q4 		$2K Buy
103
+1
+1% +$19 ﹤0.01% 1198
2017
Q3 		$2K Buy
+102
New +$1.94K ﹤0.01% 1036

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PIN
Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

Valeo Financial Advisors's IFLN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2021, closing a stake of 113 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in IFLN in Q3 2017 and held it in 15 quarters. The position peaked at $4K in Q1 2019. 131 funds tracked by Wall St. Rank hold IFLN as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 113 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $4K in Q1 2019.
  • 131 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.