BAM
IFLN

Belpointe Asset Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-1,372
Closed -$24K – 2556
2023
Q1 		$24K Sell
1,372
-119
-8% -$2.06K ﹤0.01% 2201
2022
Q4 		$25.5K Buy
+1,491
New +$25.4K ﹤0.01% 2008

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 $514M AUM 16.05% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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 $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Belpointe Asset Management's IFLN Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2023, closing a stake of 1,372 shares — an estimated $24K sold.

Belpointe Asset Management first reported a position in IFLN in Q4 2022 and held it in 2 quarters. The position peaked at $25.5K in Q4 2022. 118 funds tracked by Wall St. Rank hold IFLN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,372 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2023, an estimated $24K.
  • Belpointe Asset Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $25.5K in Q4 2022.
  • 118 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.