Curi Wealth Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Curi Wealth Management’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 Q3	–	Sell	-54	Closed	-$1K	–	560
2022 Q2	$1K	Buy	54 +1	+2%	+$18	﹤0.01%	589
2022 Q1	$0	Hold	53	–	–	﹤0.01%	617
2021 Q4	$1K	Buy	+53	New	+$1.03K	﹤0.01%	457
2021 Q1	–	Sell	-51	Closed	-$1K	–	380
2020 Q4	$1K	Buy	+51	New	+$971	﹤0.01%	368

Other funds holding IFLN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Prudent Investors Network Lake Forest, California $516M AUM 14.14% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Curi Wealth Management's IFLN Position: Q3 2022 in Review

Curi Wealth Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2022, closing a stake of 54 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in IFLN in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 114 funds tracked by Wall St. Rank hold IFLN as of Q3 2022.

Curi Wealth Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 54 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2022, an estimated $1K.
Curi Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $1K in Q2 2022.
114 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.