CWM
IFLN

Cedar Wealth Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Cedar Wealth 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
Q3 		– Sell
-1,000
Closed -$17.5K – 304
2023
Q2 		$17.5K Hold
1,000
– – 0.01% 217
2023
Q1 		$17.5K Hold
1,000
– – 0.01% 209
2022
Q4 		$17.1K Sell
1,000
-39,885
-98% -$679K 0.01% 204
2022
Q3 		$672K Buy
40,885
+6,751
+20% +$117K 0.33% 54
2022
Q2 		$575K Sell
34,134
-3,437
-9% -$60.4K 0.26% 56
2022
Q1 		$690K Sell
37,571
-7,185
-16% -$134K 0.28% 56
2021
Q4 		$869K Buy
44,756
+5,016
+13% +$97.2K 0.35% 56
2021
Q3 		$774K Buy
39,740
+1,220
+3% +$23.9K 0.34% 56
2021
Q2 		$753K Buy
38,520
+8,055
+26% +$156K 0.34% 57
2021
Q1 		$589K Buy
30,465
+5,208
+21% +$101K 0.29% 62
2020
Q4 		$491K Buy
25,257
+926
+4% +$17.6K 0.26% 60
2020
Q3 		$451K Buy
24,331
+31
+0.1% +$579 0.28% 60
2020
Q2 		$440K Sell
24,300
-566
-2% -$10K 0.3% 52
2020
Q1 		$412K Sell
24,866
-4,583
-16% -$84.7K 0.28% 48
2019
Q4 		$567K Buy
29,449
+10,407
+55% +$198K 0.34% 37
2019
Q3 		$362K Buy
19,042
+7,421
+64% +$141K 0.24% 44
2019
Q2 		$220K Buy
11,621
+3,280
+39% +$61.5K 0.14% 55
2019
Q1 		$156K Buy
8,341
+8,090
+3,223% +$149K 0.1% 66
2018
Q4 		$4K Buy
251
+213
+561% +$3.86K ﹤0.01% 148
2018
Q3 		$1K Buy
+38
New +$703 ﹤0.01% 169

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cedar Wealth Management's IFLN Position: Q3 2023 in Review

Cedar Wealth Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2023, closing a stake of 1,000 shares — an estimated $17.5K sold.

Cedar Wealth Management first reported a position in IFLN in Q3 2018 and held it in 20 quarters. The position peaked at $869K in Q4 2021. 121 funds tracked by Wall St. Rank hold IFLN as of Q3 2023.

  • Cedar Wealth Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2023 after selling out during the quarter.
  • Cedar Wealth Management sold 1,000 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2023, an estimated $17.5K.
  • Cedar Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2018 and held it in 20 quarters.
  • Cedar Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $869K in Q4 2021.
  • 121 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2023.

Based on Cedar Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.