BTI
IFLN

Blue Trust Inc’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-120
Closed -$2.18K – 2974
2024
Q2 		$2.18K Hold
120
– – ﹤0.01% 2424
2024
Q1 		$2.18K Buy
+120
New +$2.17K ﹤0.01% 1809

Other funds holding IFLN

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Blue Trust Inc's IFLN Position: Q3 2024 in Review

Blue Trust Inc sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2024, closing a stake of 120 shares — an estimated $2.18K sold.

Blue Trust Inc first reported a position in IFLN in Q1 2024 and held it in 2 quarters. The position peaked at $2.18K in Q2 2024. 116 funds tracked by Wall St. Rank hold IFLN as of Q3 2024.

  • Blue Trust Inc reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2024 after selling out during the quarter.
  • Blue Trust Inc sold 120 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2024, an estimated $2.18K.
  • Blue Trust Inc first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2024 and held it in 2 quarters.
  • Blue Trust Inc's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $2.18K in Q2 2024.
  • 116 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.