Skip to content
Disclosery

IFLN INVESCO EXCH TRADED FD TR II

Follow

BLOO EN ANGE ETF (fund)

117 managers (117 13F filers) reported a position in IFLN shares at 2024-12-31, 14,126,861 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
117
13F filers
117
New
9
Added
43
Reduced
39
Sold out
10
Shares held by filers
14,126,861

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,084,991$37.7M0.01%+118,30813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,686,149$30.5M<0.01%+56,81413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,341,646$24.3M0.01%+59,92413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.793,601$14.3M<0.01%-664,51713F-HRTimelineGroup
LPL Financial LLC786,369$14.2M0.01%+35,21213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…550,518$9.95M3.61%-10,13613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC435,016$7.87M<0.01%+53,84613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY380,029$6.87M<0.01%-6,79813F-HR/ATimelineGroup
MBL Wealth, LLC352,691$6.38M0.64%+9,18513F-HRTimeline
Foundations Investment Advisors, LLC338,167$6.11M0.12%-39913F-HRTimeline
Revolve Wealth Partners, LLC314,063$5.68M0.84%+15,80413F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP288,146$5.21M0.01%+84,92713F-HRTimelineGroup
Alliance Wealth Management Group236,471$4.28M1.14%+4,52813F-HRTimeline
Towercrest Capital Management236,471$4.28M0.69%+4,52813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC222,501$4.02M0.13%-444,74613F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC214,810$3.89M0.63%-48,46213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC214,640$3.88M<0.01%-12,56513F-HRTimelineGroup
Darwin Wealth Management, LLC213,858$3.87M1.3%+57,38513F-HR/ATimeline
ISLAY CAPITAL MANAGEMENT, LLC211,545$3.82M2.66%+6,90713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.211,321$3.82M0.01%+5,94013F-HRTimelineGroup
Colorado Capital Management, Inc.204,696$3.7M1.79%+9,40113F-HRTimeline
First International Bank & Trust193,209$3.49M1.13%+5,85513F-HRTimeline
Global Retirement Partners, LLC150,301$2.72M0.08%-6,84313F-HRTimeline
Cetera Investment Advisers150,090$2.71M0.01%+33,67413F-HRTimeline
Geneos Wealth Management Inc.121,204$2.19M0.08%+11,37413F-HRTimeline
Omega Financial Group, LLC119,358$2.16M0.82%-3,44213F-HRTimeline
MML INVESTORS SERVICES, LLC112,033$2.03M0.01%-7,58613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC107,884$1.95M0.03%+4,16713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC103,939$1.88M<0.01%+59,97013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC81,040$1.47M<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.80,076$1.45M<0.01%-3413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP68,114$1.23M<0.01%+39413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…68,083$1.23M<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG62,728$1.13M<0.01%-25613F-HRTimelineGroup
McAdam, LLC61,443$1.11M0.06%-3,64213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC60,218$1.09M0.01%-1,06113F-HRTimelineGroup
Prairiewood Capital, LLC56,620$1.02M0.44%+5,89013F-HRTimeline
Seros Financial, LLC55,073$990K0.89%13F-HRTimeline
WealthShield Partners, LLC53,842$973K0.14%-74013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,625$970K<0.01%+8,60613F-HR/ATimelineGroup
MOLLER WEALTH PARTNERS53,172$961K0.25%+14,42813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC49,997$904K<0.01%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49,161$888K<0.01%-2,75613F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.46,978$849K0.06%+4,62913F-HRTimelineGroup
Great Waters Wealth Management46,970$849K0.11%-1,47713F-HRTimeline
Prime Capital Investment Advisors, LLC46,654$844K0.01%-4313F-HRTimeline
NWAM LLC42,435$767K0.05%-32113F-HRTimeline
Wagner Wealth Management, LLC41,354$748K0.19%+2,18513F-HRTimeline
HighTower Advisors, LLC40,713$736K<0.01%-1,50413F-HRTimeline
Wealthspire Advisors, LLC35,498$642K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,128$563K<0.01%+3,01313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC30,635$554K0.02%+26,28413F-HRTimeline
Csenge Advisory Group29,473$533K0.03%+8,04613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,618$517K<0.01%+59313F-HRTimelineGroup
PRUDENT INVESTORS NETWORK, INC.27,003$488K0.14%013F-HRTimeline
Cambridge Investment Research Advisors,…26,516$479K<0.01%-58213F-HRTimeline
Dynamic Advisor Solutions LLC25,706$465K0.02%-7613F-HRTimeline
Freedom Investment Management, Inc.25,075$453K0.04%-63013F-HRTimeline
SYNOVUS FINANCIAL CORP23,991$434K0.01%-18113F-HRTimeline
Beacon Pointe Advisors, LLC22,100$400K<0.01%-10013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,262$384K<0.01%-3913F-HRTimelineGroup
Clearstead Trust, LLC20,500$371K0.08%013F-HRTimeline
Ausdal Financial Partners, Inc.19,308$349K0.03%-6113F-HRTimeline
&PARTNERS16,827$305K<0.01%+6,25513F-HRTimeline
Compound Planning, Inc.16,162$292K0.01%-4,25313F-HRTimeline
Capital Planning LLC16,125$292K0.08%new13F-HRTimeline
COMERICA BANK15,103$273K<0.01%013F-HR/ATimeline
FIRST NATIONAL CORP /MA/ /ADV14,945$270K0.06%-21413F-HRTimeline
Kingsview Wealth Management, LLC13,865$251K<0.01%-7,43313F-HRTimeline
OLD MISSION CAPITAL LLC13,311$241K0.01%-87513F-HRTimeline
Sowell Financial Services LLC13,123$237K0.01%013F-HRTimeline
HB Wealth Management, LLC12,754$231K<0.01%+1813F-HRTimeline
Consolidated Portfolio Review Corp12,116$219K0.03%+51713F-HRTimeline
Code Waechter LLC12,064$218K0.19%013F-HRTimeline
Strategic Advocates LLC11,809$214K0.07%-39,02513F-HRTimeline
Friedenthal Financial11,249$203K0.12%+12013F-HRTimeline
SCOTIA CAPITAL INC.10,283$186K<0.01%-15,50013F-HRTimeline
Mosley Wealth Management10,155$185K0.11%-49113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,001$181K<0.01%+8,52813F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…9,414$170K<0.01%-34,83413F-HRTimelineGroup
FAS Wealth Partners, Inc.4,682$84.7K0.01%+5013F-HRTimeline
NewEdge Advisors, LLC4,117$74.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,794$68.6K<0.01%+37113F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,760$68K<0.01%-42813F-HRTimelineGroup
SOA Wealth Advisors, LLC.3,648$65.9K0.01%+2913F-HR/ATimeline
DHJJ Financial Advisors, Ltd.3,322$60.1K0.02%+1013F-HRTimeline
Rialto Wealth Management, LLC3,305$59.8K0.02%13F-HRTimeline
GeoWealth Management, LLC2,706$48.9K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,649$47.9K<0.01%+613F-HRTimeline
Transcendent Capital Group LLC1,702$30.8K0.02%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,674$30.3K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,650$29.8K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,574$28.5K<0.01%013F-HRTimelineGroup
Arax Advisory Partners955$17.3K<0.01%013F-HRTimeline
Millstone Evans Group, LLC923$16.7K0.01%13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK887$16K<0.01%new13F-HR/ATimelineGroup
Parallel Advisors, LLC750$13.6K<0.01%-16413F-HRTimeline
Richard W. Paul & Associates, LLC712$12.9K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC577$10.4K<0.01%+1113F-HRTimelineGroup
Front Row Advisors LLC450$8.14K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…435$7.87K<0.01%+1813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.433$7.83K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…405$7.33K<0.01%-62213F-HRTimeline
Steward Partners Investment Advisory, L…383$6.92K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC313$5.66K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC276$4.99K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC141$2.55K<0.01%+4013F-HRTimelineGroup
IFP Advisors, Inc131$2.36K<0.01%+213F-HRTimeline
Beacon Capital Management, LLC101$1.83K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC90$1.63K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.77$1.39K<0.01%013F-HRTimeline
Clearstead Advisors, LLC69$1.25K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC28$506<0.01%new13F-HRTimeline
PSI Advisors, LLC9$163<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1$20<0.01%-1,10513F-HRTimeline
MAI Capital Management0$1<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.