LFG
IFLN

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

Larson Financial Group’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
-284
Closed -$5.15K – 2482
2024
Q1 		$5.15K Buy
284
+3
+1% +$54 ﹤0.01% 1197
2023
Q4 		$5.09K Buy
281
+42
+18% +$733 ﹤0.01% 1179
2023
Q3 		$4.08K Buy
239
+57
+31% +$991 ﹤0.01% 1226
2023
Q2 		$3.18K Buy
182
+53
+41% +$923 ﹤0.01% 1188
2023
Q1 		$2.26K Buy
129
+48
+59% +$833 ﹤0.01% 1227
2022
Q4 		$1.39K Buy
81
+24
+42% +$409 ﹤0.01% 1248
2022
Q3 		$1K Sell
57
-1
-2% -$17 ﹤0.01% 1230
2022
Q2 		$1K Buy
58
+41
+241% +$721 ﹤0.01% 1130
2022
Q1 		$0 Sell
17
-417
-96% -$7.79K ﹤0.01% 1136
2021
Q4 		$8K Buy
434
+25
+6% +$485 ﹤0.01% 735
2021
Q3 		$8K Buy
409
+19
+5% +$372 ﹤0.01% 634
2021
Q2 		$8K Buy
390
+17
+5% +$330 ﹤0.01% 596
2021
Q1 		$7K Buy
373
+18
+5% +$348 ﹤0.01% 604
2020
Q4 		$7K Buy
355
+14
+4% +$266 ﹤0.01% 542
2020
Q3 		$6K Buy
341
+218
+177% +$4.07K ﹤0.01% 510
2020
Q2 		$2K Buy
123
+18
+17% +$319 ﹤0.01% 571
2020
Q1 		$2K Buy
105
+26
+33% +$481 ﹤0.01% 440
2019
Q4 		$2K Buy
79
+4
+5% +$76 ﹤0.01% 464
2019
Q3 		$1K Sell
75
-103
-58% -$1.96K ﹤0.01% 505
2019
Q2 		$3K Buy
+178
New +$3.34K ﹤0.01% 365

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

Larson Financial Group's IFLN Position: Q2 2024 in Review

Larson Financial Group sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2024, closing a stake of 284 shares — an estimated $5.15K sold.

Larson Financial Group first reported a position in IFLN in Q2 2019 and held it in 20 quarters. The position peaked at $8K in Q4 2021. 123 funds tracked by Wall St. Rank hold IFLN as of Q2 2024.

  • Larson Financial Group reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2024 after selling out during the quarter.
  • Larson Financial Group sold 284 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2024, an estimated $5.15K.
  • Larson Financial Group first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2019 and held it in 20 quarters.
  • Larson Financial Group's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $8K in Q4 2021.
  • 123 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2024.

Based on Larson Financial Group's 13F filing for Q2 2024, filed 2 Aug 2024.