Wealthstreet Investment Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Wealthstreet Investment 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	-28,775	Closed	-$557K	–	256
2021 Q1	$557K	Hold	28,775	–	–	0.05%	238
2020 Q4	$559K	Hold	28,775	–	–	0.06%	231
2020 Q3	$533K	Hold	28,775	–	–	0.06%	212
2020 Q2	$521K	Hold	28,775	–	–	0.06%	205
2020 Q1	$477K	Sell	28,775 -675	-2%	-$12.5K	0.07%	200
2019 Q4	$567K	Hold	29,450	–	–	0.07%	222
2019 Q3	$560K	Sell	29,450 -500	-2%	-$9.49K	0.07%	206
2019 Q2	$568K	Hold	29,950	–	–	0.07%	205
2019 Q1	$559K	Sell	29,950 -300	-1%	-$5.53K	0.07%	205
2018 Q4	$552K	Sell	30,250 -3,600	-11%	-$65.2K	0.08%	199
2018 Q3	$628K	Hold	33,850	–	–	0.08%	213
2018 Q2	$619K	Sell	33,850 -2,000	-6%	-$36.9K	0.08%	212
2018 Q1	$664K	Buy	35,850 +2,000	+6%	+$37.4K	0.08%	200
2017 Q4	$641K	Buy	+33,850	New	+$643K	0.08%	201

Other funds holding IFLN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudent Investors Network Lake Forest, California $516M AUM 14.14% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return

Wealthstreet Investment Advisors's IFLN Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2021, closing a stake of 28,775 shares — an estimated $557K sold.

Wealthstreet Investment Advisors first reported a position in IFLN in Q4 2017 and held it in 14 quarters. The position peaked at $664K in Q1 2018. 131 funds tracked by Wall St. Rank hold IFLN as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 28,775 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2021, an estimated $557K.
Wealthstreet Investment Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $664K in Q1 2018.
131 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.