Graves Light Lenhart Wealth’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-4,199	Closed	-$71K	–	469
2022 Q2	$71K	Hold	4,199	–	–	0.01%	269
2022 Q1	$77K	Hold	4,199	–	–	0.01%	304
2021 Q4	$82K	Hold	4,199	–	–	0.01%	334
2021 Q3	$82K	Hold	4,199	–	–	0.01%	307
2021 Q2	$82K	Hold	4,199	–	–	0.01%	311
2021 Q1	$81K	Hold	4,199	–	–	0.01%	309
2020 Q4	$82K	Buy	+4,199	New	+$79.9K	0.02%	301

Other funds holding IFLN

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

ECM

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

Prudent Investors Network Lake Forest, California $516M AUM 14.14% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Graves Light Lenhart Wealth's IFLN Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2022, closing a stake of 4,199 shares — an estimated $71K sold.

Graves Light Lenhart Wealth first reported a position in IFLN in Q4 2020 and held it in 7 quarters. The position peaked at $82K in Q4 2021. 114 funds tracked by Wall St. Rank hold IFLN as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 4,199 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2022, an estimated $71K.
Graves Light Lenhart Wealth first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $82K in Q4 2021.
114 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.