CA
IFLN

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

Crewe 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
-196
Closed -$3.55K – 1018
2024
Q1 		$3.55K Buy
+196
New +$3.54K ﹤0.01% 789

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T AUM 35.08% 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

Crewe Advisors's IFLN Position: Q2 2024 in Review

Crewe Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2024, closing a stake of 196 shares — an estimated $3.55K sold.

Crewe Advisors first reported a position in IFLN in Q1 2024 and held it in 1 quarter. The position peaked at $3.55K in Q1 2024. 123 funds tracked by Wall St. Rank hold IFLN as of Q2 2024.

  • Crewe Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2024 after selling out during the quarter.
  • Crewe Advisors sold 196 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2024, an estimated $3.55K.
  • Crewe Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2024 and held it in 1 quarter.
  • Crewe Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $3.55K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2024.

Based on Crewe Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.