CTA
IFLN

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

Colonial Trust 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
2024
Q2 		– Sell
-28
Closed -$508 – 951
2024
Q1 		$508 Buy
+28
New +$506 ﹤0.01% 907

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 $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 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

Colonial Trust Advisors's IFLN Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2024, closing a stake of 28 shares — an estimated $508 sold.

Colonial Trust Advisors first reported a position in IFLN in Q1 2024 and held it in 1 quarter. The position peaked at $508 in Q1 2024. 123 funds tracked by Wall St. Rank hold IFLN as of Q2 2024.

  • Colonial Trust Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 28 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2024, an estimated $508.
  • Colonial Trust Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2024 and held it in 1 quarter.
  • Colonial Trust Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $508 in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.