IPW
IFLN

Impact Partnership Wealth’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Impact Partnership 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
2024
Q2 		– Sell
-166
Closed -$3.01K – 546
2024
Q1 		$3.01K Hold
166
– – ﹤0.01% 546
2023
Q4 		$3.01K Hold
166
– – ﹤0.01% 643
2023
Q3 		$2.83K Buy
+166
New +$2.88K ﹤0.01% 772

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Impact Partnership Wealth's IFLN Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2024, closing a stake of 166 shares — an estimated $3.01K sold.

Impact Partnership Wealth first reported a position in IFLN in Q3 2023 and held it in 3 quarters. The position peaked at $3.01K in Q1 2024. 123 funds tracked by Wall St. Rank hold IFLN as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 166 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2024, an estimated $3.01K.
  • Impact Partnership Wealth first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $3.01K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.