Financial Gravity Asset Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-6	Closed	-$110	–	1694
2024 Q1	$110	Hold	6	–	–	﹤0.01%	961
2023 Q4	$110	Buy	+6	New	+$105	﹤0.01%	1088
2021 Q3	$19K	Hold	4	–	–	0.01%	817
2021 Q2	$20K	Buy	+4	New	+$78	0.01%	810
2019 Q4	$95K	Buy	4,930 +1,143	+30%	+$21.8K	0.07%	341
2019 Q3	$72K	Buy	3,787 +1,405	+59%	+$26.7K	0.06%	249
2019 Q2	$45K	Buy	2,382 +356	+18%	+$6.68K	0.04%	340
2019 Q1	$38K	Buy	+2,026	New	+$37.3K	0.03%	366
2018 Q3	$46K	Buy	2,539 +57	+2%	+$1.05K	0.05%	349
2018 Q2	$46K	Buy	2,482 +658	+36%	+$12.2K	0.04%	353
2018 Q1	$34K	Buy	+1,824	New	+$34.1K	0.03%	437

Other funds holding IFLN

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Financial Gravity Asset Management's IFLN Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2024, closing a stake of 6 shares — an estimated $110 sold.

Financial Gravity Asset Management first reported a position in IFLN in Q1 2018 and held it in 11 quarters. The position peaked at $95K in Q4 2019. 123 funds tracked by Wall St. Rank hold IFLN as of Q2 2024.

Financial Gravity Asset Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 6 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2024, an estimated $110.
Financial Gravity Asset Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $95K in Q4 2019.
123 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.