VFA
IFLN

Values First Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Values First 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
2020
Q1 		– Sell
-43,609
Closed -$840K – 140
2019
Q4 		$840K Buy
+43,609
New +$831K 0.81% 48

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 $74.2B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Values First Advisors's IFLN Position: Q1 2020 in Review

Values First Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2020, closing a stake of 43,609 shares — an estimated $840K sold.

Values First Advisors first reported a position in IFLN in Q4 2019 and held it in 1 quarter. The position peaked at $840K in Q4 2019. 137 funds tracked by Wall St. Rank hold IFLN as of Q1 2020.

  • Values First Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2020 after selling out during the quarter.
  • Values First Advisors sold 43,609 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2020, an estimated $840K.
  • Values First Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2019 and held it in 1 quarter.
  • Values First Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $840K in Q4 2019.
  • 137 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2020.

Based on Values First Advisors's 13F filing for Q1 2020, filed 9 Jan 2023.