Camelot Portfolios’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Camelot Portfolios’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	-158	Closed	-$2.84K	–	443
2024 Q2	$2.84K	Buy	+158	New	+$2.84K	﹤0.01%	510
2022 Q3	–	Sell	-18,339	Closed	-$309K	–	198
2022 Q2	$309K	Sell	18,339 -286	-2%	-$5.03K	0.19%	151
2022 Q1	$342K	Sell	18,625 -281	-1%	-$5.25K	0.17%	159
2021 Q4	$367K	Buy	18,906 +3,487	+23%	+$67.6K	0.15%	177
2021 Q3	$300K	Buy	15,419 +1,130	+8%	+$22.1K	0.15%	167
2021 Q2	$279K	Buy	14,289 +186	+1%	+$3.61K	0.11%	198
2021 Q1	$273K	Buy	14,103 +1,068	+8%	+$20.7K	0.11%	176
2020 Q4	$253K	Buy	13,035 +313	+2%	+$5.96K	0.13%	174
2020 Q3	$236K	Buy	+12,722	New	+$238K	0.15%	164

Other funds holding IFLN

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Camelot Portfolios's IFLN Position: Q3 2024 in Review

Camelot Portfolios sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2024, closing a stake of 158 shares — an estimated $2.84K sold.

Camelot Portfolios first reported a position in IFLN in Q3 2020 and held it in 9 quarters. The position peaked at $367K in Q4 2021. 116 funds tracked by Wall St. Rank hold IFLN as of Q3 2024.

Camelot Portfolios reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2024 after selling out during the quarter.
Camelot Portfolios sold 158 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2024, an estimated $2.84K.
Camelot Portfolios first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2020 and held it in 9 quarters.
Camelot Portfolios's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $367K in Q4 2021.
116 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2024.

Based on Camelot Portfolios's 13F filing for Q3 2024, filed 12 Nov 2024.