IF
IFLN

Intrua Financial’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Intrua Financial’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
Q4 		– Sell
-22,811
Closed -$423K – 385
2024
Q3 		$423K Buy
22,811
+506
+2% +$9.27K 0.06% 253
2024
Q2 		$401K Buy
22,305
+755
+4% +$13.6K 0.06% 260
2024
Q1 		$391K Sell
21,550
-2,080
-9% -$37.6K 0.06% 282
2023
Q4 		$428K Buy
+23,630
New +$412K 0.06% 249

Other funds holding IFLN

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Intrua Financial's IFLN Position: Q4 2024 in Review

Intrua Financial sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2024, closing a stake of 22,811 shares — an estimated $423K sold.

Intrua Financial first reported a position in IFLN in Q4 2023 and held it in 4 quarters. The position peaked at $428K in Q4 2023. 115 funds tracked by Wall St. Rank hold IFLN as of Q4 2024.

  • Intrua Financial reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2024 after selling out during the quarter.
  • Intrua Financial sold 22,811 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2024, an estimated $423K.
  • Intrua Financial first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2023 and held it in 4 quarters.
  • Intrua Financial's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $428K in Q4 2023.
  • 115 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2024.

Based on Intrua Financial's 13F filing for Q4 2024, filed 28 May 2025.