FA
IFLN

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

Faithward 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
2023
Q2 		– Sell
-276
Closed -$4.81K – 306
2023
Q1 		$4.81K Buy
+276
New +$4.79K ﹤0.01% 292
2022
Q1 		– Sell
-79
Closed -$2K – 292
2021
Q4 		$2K Hold
79
– – ﹤0.01% 264
2021
Q3 		$2K Hold
79
– – ﹤0.01% 270
2021
Q2 		$2K Hold
79
– – ﹤0.01% 261
2021
Q1 		$2K Hold
79
– – ﹤0.01% 238
2020
Q4 		$2K Buy
+79
New +$1.5K ﹤0.01% 119

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
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Faithward Advisors's IFLN Position: Q2 2023 in Review

Faithward Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2023, closing a stake of 276 shares — an estimated $4.81K sold.

Faithward Advisors first reported a position in IFLN in Q4 2020 and held it in 6 quarters. The position peaked at $4.81K in Q1 2023. 118 funds tracked by Wall St. Rank hold IFLN as of Q2 2023.

  • Faithward Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2023 after selling out during the quarter.
  • Faithward Advisors sold 276 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2023, an estimated $4.81K.
  • Faithward Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2020 and held it in 6 quarters.
  • Faithward Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $4.81K in Q1 2023.
  • 118 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2023.

Based on Faithward Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.