Aspire Private Capital’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Aspire Private Capital’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 Q4	–	Sell	-261	Closed	-$4.84K	–	498
2024 Q3	$4.84K	Hold	261	–	–	﹤0.01%	467
2024 Q2	$4.69K	Hold	261	–	–	﹤0.01%	476
2024 Q1	$4.73K	Hold	261	–	–	﹤0.01%	492
2023 Q4	$4.73K	Hold	261	–	–	﹤0.01%	476
2023 Q3	$4.46K	Hold	261	–	–	﹤0.01%	485
2023 Q2	$4.56K	Hold	261	–	–	﹤0.01%	463
2023 Q1	$4.57K	Hold	261	–	–	﹤0.01%	450
2022 Q4	$4.47K	Hold	261	–	–	﹤0.01%	442
2022 Q3	$4K	Hold	261	–	–	﹤0.01%	449
2022 Q2	$4K	Hold	261	–	–	﹤0.01%	424
2022 Q1	$5K	Hold	261	–	–	﹤0.01%	400
2021 Q4	$5K	Hold	261	–	–	﹤0.01%	423
2021 Q3	$5K	Hold	261	–	–	﹤0.01%	385
2021 Q2	$5K	Hold	261	–	–	﹤0.01%	395
2021 Q1	$5K	Hold	261	–	–	﹤0.01%	385
2020 Q4	$5K	Hold	261	–	–	﹤0.01%	302
2020 Q3	$5K	Buy	+261	New	+$4.88K	﹤0.01%	314

Other funds holding IFLN

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Aspire Private Capital's IFLN Position: Q4 2024 in Review

Aspire Private Capital sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2024, closing a stake of 261 shares — an estimated $4.84K sold.

Aspire Private Capital first reported a position in IFLN in Q3 2020 and held it in 17 quarters. The position peaked at $5K in Q1 2022. 115 funds tracked by Wall St. Rank hold IFLN as of Q4 2024.

Aspire Private Capital reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 261 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2024, an estimated $4.84K.
Aspire Private Capital first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2020 and held it in 17 quarters.
Aspire Private Capital's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $5K in Q1 2022.
115 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.