GWSA
IFLN

Global Wealth Strategies & Associates’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Global Wealth Strategies & Associates’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
Q1 		– Sell
-1
Closed -$9 – 378
2023
Q4 		$9 Buy
+1
New +$17 ﹤0.01% 330
2023
Q3 		– Hold
0
– – – 342
2023
Q2 		– Hold
0
– – – 320
2023
Q1 		– Hold
0
– – – 345

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Global Wealth Strategies & Associates's IFLN Position: Q1 2024 in Review

Global Wealth Strategies & Associates sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2024, closing a stake of 1 share — an estimated $9 sold.

Global Wealth Strategies & Associates first reported a position in IFLN in Q4 2023 and held it in 1 quarter. The position peaked at $9 in Q4 2023. 126 funds tracked by Wall St. Rank hold IFLN as of Q1 2024.

  • Global Wealth Strategies & Associates reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1 Invesco Bloomberg Enhanced Fallen Angels ETF share in Q1 2024, an estimated $9.
  • Global Wealth Strategies & Associates first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2023 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $9 in Q4 2023.
  • 126 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2024, filed 1 Apr 2024.