B. Riley Wealth Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

B. Riley Wealth Advisors’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 Q3	–	Sell	-11,519	Closed	-$201K	–	1600
2023 Q2	$201K	Buy	+11,519	New	+$201K	﹤0.01%	1356
2014 Q2	–	Sell	-4,145	Closed	-$80K	–	2459
2014 Q1	$80K	Hold	4,145	–	–	0.02%	663
2013 Q4	$80K	Sell	4,145 -1,500	-27%	-$28.7K	0.03%	594
2013 Q3	$106K	Sell	5,645 -4,200	-43%	-$79.2K	0.04%	531
2013 Q2	$184K	Buy	+9,845	New	+$190K	0.06%	358

Other funds holding IFLN

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

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

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

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

B. Riley Wealth Advisors's IFLN Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2023, closing a stake of 11,519 shares — an estimated $201K sold.

B. Riley Wealth Advisors first reported a position in IFLN in Q2 2013 and held it in 5 quarters. The position peaked at $201K in Q2 2023. 121 funds tracked by Wall St. Rank hold IFLN as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 11,519 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2023, an estimated $201K.
B. Riley Wealth Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2013 and held it in 5 quarters.
B. Riley Wealth Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $201K in Q2 2023.
121 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.