Heck Capital Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Heck Capital Advisors’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	–	Sell	-1	Closed	-$13	–	190
2023 Q2	$13	Buy	+1	New	+$17	﹤0.01%	161
2023 Q1	–	Sell	-330,076	Closed	-$5.65M	–	154
2022 Q4	$5.65M	Sell	330,076 -1,988	-0.6%	-$33.8K	1.09%	31
2022 Q3	$5.46M	Buy	332,064 +4,412	+1%	+$76.2K	1.12%	28
2022 Q2	$5.52M	Buy	+327,652	New	+$5.76M	1.11%	29

Other funds holding IFLN

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heck Capital Advisors's IFLN Position: Q3 2023 in Review

Heck Capital Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2023, closing a stake of 1 share — an estimated $13 sold.

Heck Capital Advisors first reported a position in IFLN in Q2 2022 and held it in 4 quarters. The position peaked at $5.65M in Q4 2022. 119 funds tracked by Wall St. Rank hold IFLN as of Q3 2023.

Heck Capital Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2023 after selling out during the quarter.
Heck Capital Advisors sold 1 Invesco Bloomberg Enhanced Fallen Angels ETF share in Q3 2023, an estimated $13.
Heck Capital Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2022 and held it in 4 quarters.
Heck Capital Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $5.65M in Q4 2022.
119 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2023.

Based on Heck Capital Advisors's 13F filing for Q3 2023, filed 19 May 2025.