Financial & Tax Architects’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Financial & Tax Architects’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
2022 Q1	–	Sell	-122,742	Closed	-$2.38M	–	98
2021 Q4	$2.38M	Buy	122,742 +3,624	+3%	+$70.2K	0.97%	37
2021 Q3	$2.32M	Buy	119,118 +5,346	+5%	+$105K	1.06%	37
2021 Q2	$2.22M	Buy	113,772 +8,050	+8%	+$156K	1.09%	38
2021 Q1	$2.05M	Buy	+105,722	New	+$2.05M	1.15%	38

Other funds holding IFLN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial & Tax Architects's IFLN Position: Q1 2022 in Review

Financial & Tax Architects sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2022, closing a stake of 122,742 shares — an estimated $2.38M sold.

Financial & Tax Architects first reported a position in IFLN in Q1 2021 and held it in 4 quarters. The position peaked at $2.38M in Q4 2021. 131 funds tracked by Wall St. Rank hold IFLN as of Q1 2022.

Financial & Tax Architects reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2022 after selling out during the quarter.
Financial & Tax Architects sold 122,742 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2022, an estimated $2.38M.
Financial & Tax Architects first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2021 and held it in 4 quarters.
Financial & Tax Architects's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $2.38M in Q4 2021.
131 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2022.

Based on Financial & Tax Architects's 13F filing for Q1 2022, filed 25 Aug 2023.