EWM
IFLN

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

Elmwood 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
2020
Q3 		$0 Hold
15
– – ﹤0.01% 269
2020
Q2 		$0 Buy
+15
New +$266 ﹤0.01% 313

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return

Elmwood Wealth Management's IFLN Position: Q3 2020 in Review

Elmwood Wealth Management held its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) position steady in Q3 2020 at 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Elmwood Wealth Management first reported a position in IFLN in Q2 2020 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold IFLN as of Q3 2020.

  • Elmwood Wealth Management held 15 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $0 as of Q3 2020.
  • Elmwood Wealth Management left its Invesco Bloomberg Enhanced Fallen Angels ETF share count unchanged in Q3 2020.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of Elmwood Wealth Management's portfolio in Q3 2020, its #269 holding.
  • Elmwood Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2020 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2020.

Based on Elmwood Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.