EWP
IFLN

Elevation Wealth Partners’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Elevation Wealth Partners’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
Q1 		– Sell
-4,000
Closed -$68.3K – 497
2023
Q4 		$68.3K Buy
+4,000
New +$69.8K 0.04% 185

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Elevation Wealth Partners's IFLN Position: Q1 2024 in Review

Elevation Wealth Partners sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2024, closing a stake of 4,000 shares — an estimated $68.3K sold.

Elevation Wealth Partners first reported a position in IFLN in Q4 2023 and held it in 1 quarter. The position peaked at $68.3K in Q4 2023. 126 funds tracked by Wall St. Rank hold IFLN as of Q1 2024.

  • Elevation Wealth Partners reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 4,000 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2024, an estimated $68.3K.
  • Elevation Wealth Partners first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2023 and held it in 1 quarter.
  • Elevation Wealth Partners's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $68.3K in Q4 2023.
  • 126 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2024.

Based on Elevation Wealth Partners's 13F filing for Q1 2024, filed 19 Apr 2024.