EE
IFLN

EWG Elevate’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

EWG Elevate’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
2023
Q1 		– Sell
-1,406
Closed -$24.1K – 578
2022
Q4 		$24.1K Buy
+1,406
New +$23.9K 0.01% 252

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

EWG Elevate's IFLN Position: Q1 2023 in Review

EWG Elevate sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2023, closing a stake of 1,406 shares — an estimated $24.1K sold.

EWG Elevate first reported a position in IFLN in Q4 2022 and held it in 1 quarter. The position peaked at $24.1K in Q4 2022. 131 funds tracked by Wall St. Rank hold IFLN as of Q1 2023.

  • EWG Elevate reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 1,406 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2023, an estimated $24.1K.
  • EWG Elevate first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2022 and held it in 1 quarter.
  • EWG Elevate's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $24.1K in Q4 2022.
  • 131 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.