AF
IFLN

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

Allworth Financial’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
2023
Q1 		– Sell
-275
Closed -$4.71K – 3269
2022
Q4 		$4.71K Buy
+275
New +$4.68K ﹤0.01% 1914
2015
Q3 		– Sell
-1
Closed – – 635
2015
Q2 		$0 Hold
1
– – ﹤0.01% 625
2015
Q1 		$0 Buy
+1
New +$19 ﹤0.01% 618

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Allworth Financial's IFLN Position: Q1 2023 in Review

Allworth Financial sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2023, closing a stake of 275 shares — an estimated $4.71K sold.

Allworth Financial first reported a position in IFLN in Q1 2015 and held it in 3 quarters. The position peaked at $4.71K in Q4 2022. 131 funds tracked by Wall St. Rank hold IFLN as of Q1 2023.

  • Allworth Financial reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2023 after selling out during the quarter.
  • Allworth Financial sold 275 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2023, an estimated $4.71K.
  • Allworth Financial first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2015 and held it in 3 quarters.
  • Allworth Financial's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $4.71K in Q4 2022.
  • 131 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2023.

Based on Allworth Financial's 13F filing for Q1 2023, filed 18 Apr 2023.