CAS
IFLN

Coppell Advisory Solutions’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Coppell Advisory Solutions’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
-19
Closed -$325 – 1840
2023
Q3 		$325 Buy
+19
New +$330 ﹤0.01% 1069
2023
Q1 		– Sell
-19
Closed -$325 – 818
2022
Q4 		$325 Buy
+19
New +$323 ﹤0.01% 1069

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 $544B AUM 28.31% 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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Coppell Advisory Solutions's IFLN Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2023, closing a stake of 19 shares — an estimated $325 sold.

Coppell Advisory Solutions first reported a position in IFLN in Q4 2022 and held it in 2 quarters. The position peaked at $325 in Q3 2023. 120 funds tracked by Wall St. Rank hold IFLN as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 19 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2023, an estimated $325.
  • Coppell Advisory Solutions first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2022 and held it in 2 quarters.
  • Coppell Advisory Solutions's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $325 in Q3 2023.
  • 120 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.