FGAM
IFLN

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
-252
Closed -$4.57K – 2151
2024
Q1 		$4.57K Buy
252
+241
+2,191% +$4.35K ﹤0.01% 876
2023
Q4 		$195 Buy
11
+6
+120% +$105 ﹤0.01% 1227
2023
Q3 		$85 Sell
5
-12
-71% -$209 ﹤0.01% 1016
2023
Q2 		$12.4K Sell
17
-1
-6% -$17 0.03% 252
2023
Q1 		$89 Buy
18
+1
+6% +$17 ﹤0.01% 698
2022
Q4 		$12.1K Sell
17
-15
-47% -$255 0.06% 200
2022
Q3 		$83 Sell
32
-2
-6% -$35 ﹤0.01% 645
2022
Q2 		$85 Sell
34
-2
-6% -$35 ﹤0.01% 597
2022
Q1 		$93 Sell
36
-2
-5% -$37 ﹤0.01% 626
2021
Q4 		$99 Buy
38
+34
+850% +$659 ﹤0.01% 673
2021
Q3 		$19K Hold
4
– – 0.01% 817
2021
Q2 		$20K Buy
+4
New +$78 0.01% 810
2020
Q2 		– Sell
-4
Closed – – 645
2020
Q1 		$0 Sell
4
-4,926
-100% -$91.1K ﹤0.01% 1296
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MW
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 252 shares — an estimated $4.57K sold.

Financial Gravity Asset Management first reported a position in IFLN in Q1 2018 and held it in 20 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 252 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2024, an estimated $4.57K.
  • Financial Gravity Asset Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2018 and held it in 20 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.