Freedom Wealth Alliance’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Freedom Wealth Alliance’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 Q3	$431K	Sell	25,232 -53	-0.2%	-$921	0.71%	23
2023 Q2	$447K	Sell	25,285 -641	-2%	-$11.2K	0.62%	27
2023 Q1	$454K	Sell	25,926 -6,113	-19%	-$106K	0.68%	25
2022 Q4	$549K	Buy	+32,039	New	+$545K	0.77%	21

Other funds holding IFLN

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Freedom Wealth Alliance's IFLN Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 0.21% in Q3 2023, selling an estimated $921 and leaving 25,232 shares worth $431K. The position accounts for 0.71% of the portfolio, ranked #23.

Freedom Wealth Alliance first reported a position in IFLN in Q4 2022 and has held it in 4 quarters since. The position peaked at $549K in Q4 2022. 121 funds tracked by Wall St. Rank hold IFLN as of Q3 2023.

Freedom Wealth Alliance held 25,232 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $431K as of Q3 2023.
Freedom Wealth Alliance sold 53 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2023, an estimated $921.
Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.71% of Freedom Wealth Alliance's portfolio in Q3 2023, its #23 holding.
Freedom Wealth Alliance first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2022 and has held it in 4 quarters since.
Freedom Wealth Alliance's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $549K in Q4 2022.
121 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.