AW
IFLN

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

Avion Wealth’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
Q2 		– Sell
-10
Closed – – 965
2023
Q1 		$0 Hold
10
– – ﹤0.01% 720
2022
Q4 		$0 Hold
10
– – ﹤0.01% 518
2022
Q3 		$0 Hold
10
– – ﹤0.01% 560
2022
Q2 		$0 Hold
10
– – ﹤0.01% 543
2022
Q1 		$0 Hold
10
– – ﹤0.01% 424
2021
Q4 		$0 Hold
10
– – ﹤0.01% 425
2021
Q3 		$0 Hold
10
– – ﹤0.01% 410
2021
Q2 		$0 Sell
10
-302
-97% -$5.87K ﹤0.01% 401
2021
Q1 		$6K Hold
312
– – ﹤0.01% 251
2020
Q4 		$6K Hold
312
– – ﹤0.01% 265
2020
Q3 		$6K Buy
+312
New +$5.83K ﹤0.01% 224

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
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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avion Wealth's IFLN Position: Q2 2023 in Review

Avion Wealth sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2023, closing a stake of 10 shares.

Avion Wealth first reported a position in IFLN in Q3 2020 and held it in 11 quarters. The position peaked at $6K in Q1 2021. 118 funds tracked by Wall St. Rank hold IFLN as of Q2 2023.

  • Avion Wealth reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2023 after selling out during the quarter.
  • Avion Wealth sold 10 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2023.
  • Avion Wealth first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2020 and held it in 11 quarters.
  • Avion Wealth's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $6K in Q1 2021.
  • 118 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2023.

Based on Avion Wealth's 13F filing for Q2 2023, filed 14 Jul 2023.