CAN
IFLN

Claraphi Advisory Network’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Claraphi Advisory Network’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
2022
Q4 		– Sell
-28,039
Closed -$461K – 207
2022
Q3 		$461K Sell
28,039
-5,918
-17% -$102K 0.25% 112
2022
Q2 		$572K Buy
33,957
+4,408
+15% +$77.5K 0.2% 120
2022
Q1 		$543K Buy
29,549
+2,481
+9% +$46.4K 0.16% 145
2021
Q4 		$526K Buy
27,068
+3,575
+15% +$69.3K 0.18% 144
2021
Q3 		$458K Buy
23,493
+959
+4% +$18.8K 0.16% 156
2021
Q2 		$440K Buy
22,534
+966
+4% +$18.8K 0.13% 177
2021
Q1 		$417K Buy
21,568
+1,773
+9% +$34.3K 0.11% 183
2020
Q4 		$385K Buy
19,795
+1,595
+9% +$30.4K 0.1% 183
2020
Q3 		$337K Buy
18,200
+1,440
+9% +$26.9K 0.12% 164
2020
Q2 		$303K Sell
16,760
-183
-1% -$3.24K 0.13% 159
2020
Q1 		$281K Buy
16,943
+513
+3% +$9.48K 0.13% 146
2019
Q4 		$316K Buy
16,430
+7,279
+80% +$139K 0.19% 127
2019
Q3 		$174K Sell
9,151
-1,017
-10% -$19.3K 0.11% 208
2019
Q2 		$193K Buy
+10,168
New +$191K 0.11% 221

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PIN
Prudent Investors Network Lake Forest, California $516M AUM 14.14% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Claraphi Advisory Network's IFLN Position: Q4 2022 in Review

Claraphi Advisory Network sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2022, closing a stake of 28,039 shares — an estimated $461K sold.

Claraphi Advisory Network first reported a position in IFLN in Q2 2019 and held it in 14 quarters. The position peaked at $572K in Q2 2022. 136 funds tracked by Wall St. Rank hold IFLN as of Q4 2022.

  • Claraphi Advisory Network reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2022 after selling out during the quarter.
  • Claraphi Advisory Network sold 28,039 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2022, an estimated $461K.
  • Claraphi Advisory Network first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2019 and held it in 14 quarters.
  • Claraphi Advisory Network's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $572K in Q2 2022.
  • 136 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.