CA
IFLN

Cambridge Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Cambridge 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
Q2 		– Sell
-10,475
Closed -$183K – 176
2023
Q1 		$183K Sell
10,475
-580
-5% -$10.1K 0.05% 175
2022
Q4 		$189K Sell
11,055
-458
-4% -$7.8K 0.05% 178
2022
Q3 		$189K Hold
11,513
– – 0.05% 166
2022
Q2 		$194K Hold
11,513
– – 0.05% 172
2022
Q1 		$211K Hold
11,513
– – 0.05% 174
2021
Q4 		$224K Hold
11,513
– – 0.05% 172
2021
Q3 		$224K Hold
11,513
– – 0.05% 166
2021
Q2 		$225K Hold
11,513
– – 0.05% 165
2021
Q1 		$223K Hold
11,513
– – 0.06% 154
2020
Q4 		$224K Hold
11,513
– – 0.06% 149
2020
Q3 		$213K Hold
11,513
– – 0.06% 143
2020
Q2 		$208K Hold
11,513
– – 0.07% 138
2020
Q1 		$191K Sell
11,513
-371
-3% -$6.86K 0.07% 133
2019
Q4 		$229K Sell
11,884
-1
-0% -$19 0.07% 133
2019
Q3 		$226K Sell
11,885
-3
-0% -$57 0.07% 120
2019
Q2 		$225K Buy
11,888
+4
+0% +$75 0.07% 127
2019
Q1 		$222K Sell
11,884
-153
-1% -$2.82K 0.08% 126
2018
Q4 		$213K Buy
12,037
+1
+0% +$18 0.08% 123
2018
Q3 		$223K Buy
12,036
+1,002
+9% +$18.5K 0.08% 129
2018
Q2 		$202K Hold
11,034
– – 0.07% 137
2018
Q1 		$204K Sell
11,034
-183
-2% -$3.42K 0.07% 138
2017
Q4 		$213K Buy
11,217
+656
+6% +$12.5K 0.08% 131
2017
Q3 		$202K Hold
10,561
– – 0.08% 132
2017
Q2 		$201K Hold
10,561
– – 0.08% 129
2017
Q1 		$199K Buy
+10,561
New +$199K 0.08% 124
2015
Q4 		– Sell
-3,173
Closed -$57K – 129
2015
Q3 		$57K Buy
+3,173
New +$58.2K 0.03% 126

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $617B AUM 30.33% 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 $445B AUM 25.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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 $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Advisors's IFLN Position: Q2 2023 in Review

Cambridge Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2023, closing a stake of 10,475 shares — an estimated $183K sold.

Cambridge Advisors first reported a position in IFLN in Q3 2015 and held it in 26 quarters. The position peaked at $229K in Q4 2019. 117 funds tracked by Wall St. Rank hold IFLN as of Q2 2023.

  • Cambridge Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2023 after selling out during the quarter.
  • Cambridge Advisors sold 10,475 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2023, an estimated $183K.
  • Cambridge Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2015 and held it in 26 quarters.
  • Cambridge Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $229K in Q4 2019.
  • 117 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2023.

Based on Cambridge Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.