AWM
IFLN

Ameliora Wealth Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Ameliora Wealth Management’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
2024
Q2 		– Sell
-2,325
Closed -$42.2K – 194
2024
Q1 		$42.2K Hold
2,325
– – 0.02% 137
2023
Q4 		$42.2K Hold
2,325
– – 0.02% 121
2023
Q3 		$39.7K Buy
+2,325
New +$40.4K 0.02% 130

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Ameliora Wealth Management's IFLN Position: Q2 2024 in Review

Ameliora Wealth Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2024, closing a stake of 2,325 shares — an estimated $42.2K sold.

Ameliora Wealth Management first reported a position in IFLN in Q3 2023 and held it in 3 quarters. The position peaked at $42.2K in Q1 2024. 123 funds tracked by Wall St. Rank hold IFLN as of Q2 2024.

  • Ameliora Wealth Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2024 after selling out during the quarter.
  • Ameliora Wealth Management sold 2,325 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2024, an estimated $42.2K.
  • Ameliora Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2023 and held it in 3 quarters.
  • Ameliora Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $42.2K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2024.

Based on Ameliora Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.