AWM
IFLN

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

Aries 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
2022
Q2 		– Sell
-116,429
Closed -$2.14M – 211
2022
Q1 		$2.14M Buy
+116,429
New +$2.18M 0.93% 32

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PIN
Prudent Investors Network Lake Forest, California $516M AUM 14.14% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Aries Wealth Management's IFLN Position: Q2 2022 in Review

Aries Wealth Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2022, closing a stake of 116,429 shares — an estimated $2.14M sold.

Aries Wealth Management first reported a position in IFLN in Q1 2022 and held it in 1 quarter. The position peaked at $2.14M in Q1 2022. 118 funds tracked by Wall St. Rank hold IFLN as of Q2 2022.

  • Aries Wealth Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2022 after selling out during the quarter.
  • Aries Wealth Management sold 116,429 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2022, an estimated $2.14M.
  • Aries Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2022 and held it in 1 quarter.
  • Aries Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $2.14M in Q1 2022.
  • 118 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2022.

Based on Aries Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.