BFC
IFLN

Bedel Financial Consulting’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Bedel Financial Consulting’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
-2,000
Closed -$37K – 683
2022
Q1 		$37K Hold
2,000
– – 0.01% 445
2021
Q4 		$39K Hold
2,000
– – 0.01% 443
2021
Q3 		$39K Hold
2,000
– – 0.01% 415
2021
Q2 		$39K Hold
2,000
– – 0.01% 418
2021
Q1 		$39K Buy
+2,000
New +$38.7K 0.02% 397

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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 $459M AUM 9.48% 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

Bedel Financial Consulting's IFLN Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2022, closing a stake of 2,000 shares — an estimated $37K sold.

Bedel Financial Consulting first reported a position in IFLN in Q1 2021 and held it in 5 quarters. The position peaked at $39K in Q4 2021. 119 funds tracked by Wall St. Rank hold IFLN as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 2,000 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2022, an estimated $37K.
  • Bedel Financial Consulting first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2021 and held it in 5 quarters.
  • Bedel Financial Consulting's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $39K in Q4 2021.
  • 119 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.