CWC
IFLN

Carolinas Wealth Consulting’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Carolinas Wealth 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
2023
Q4 		– Sell
-14
Closed -$238 – 1034
2023
Q3 		$238 Buy
+14
New +$243 ﹤0.01% 991

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Carolinas Wealth Consulting's IFLN Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2023, closing a stake of 14 shares — an estimated $238 sold.

Carolinas Wealth Consulting first reported a position in IFLN in Q3 2023 and held it in 1 quarter. The position peaked at $238 in Q3 2023. 120 funds tracked by Wall St. Rank hold IFLN as of Q4 2023.

  • Carolinas Wealth Consulting reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 14 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2023, an estimated $238.
  • Carolinas Wealth Consulting first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $238 in Q3 2023.
  • 120 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.