Creative Planning
IFLN

Creative Planning’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Creative Planning’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
Q2 		– Sell
-700
Closed -$13K – 2469
2022
Q1 		$13K Buy
+700
New +$13.1K ﹤0.01% 2181
2017
Q3 		– Sell
-2,753
Closed -$52K – 3193
2017
Q2 		$52K Buy
2,753
+2,588
+1,568% +$49K ﹤0.01% 2481
2017
Q1 		$3K Hold
165
– – ﹤0.01% 4176
2016
Q4 		$3K Sell
165
-341
-67% -$6.38K ﹤0.01% 4163
2016
Q3 		$10K Sell
506
-520
-51% -$9.73K ﹤0.01% 3525
2016
Q2 		$19K Sell
1,026
-1,039
-50% -$18.8K ﹤0.01% 2844
2016
Q1 		$37K Sell
2,065
-382
-16% -$6.61K ﹤0.01% 2313
2015
Q4 		$43K Buy
2,447
+965
+65% +$17.3K ﹤0.01% 2235
2015
Q3 		$26K Buy
+1,482
New +$27.2K ﹤0.01% 2526
2015
Q2 		– Sell
-133
Closed -$3K – 2465
2015
Q1 		$3K Sell
133
-30
-18% -$568 ﹤0.01% 3761
2014
Q4 		$3K Hold
163
– – ﹤0.01% 3719
2014
Q3 		$3K Buy
163
+30
+23% +$581 ﹤0.01% 3530
2014
Q2 		$3K Hold
133
– – ﹤0.01% 3416
2014
Q1 		$3K Sell
133
-2,159
-94% -$41.8K ﹤0.01% 3266
2013
Q4 		$44K Buy
2,292
+2,159
+1,623% +$41.3K ﹤0.01% 1692
2013
Q3 		$3K Sell
133
-500
-79% -$9.43K ﹤0.01% 2901
2013
Q2 		$12K Buy
+633
New +$12.2K ﹤0.01% 2185

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PIN
Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Creative Planning's IFLN Position: Q2 2022 in Review

Creative Planning sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2022, closing a stake of 700 shares — an estimated $13K sold.

Creative Planning first reported a position in IFLN in Q2 2013 and held it in 17 quarters. The position peaked at $52K in Q2 2017. 119 funds tracked by Wall St. Rank hold IFLN as of Q2 2022.

  • Creative Planning reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2022 after selling out during the quarter.
  • Creative Planning sold 700 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2022, an estimated $13K.
  • Creative Planning first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2013 and held it in 17 quarters.
  • Creative Planning's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $52K in Q2 2017.
  • 119 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.