MWM
IFLN

Mosley Wealth Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Mosley Wealth Management’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 		$185K Sell
10,155
-491
-5% -$8.99K 0.11% 113
2024
Q3 		$195K Sell
10,646
-650
-6% -$11.9K 0.13% 112
2024
Q2 		$203K Buy
11,296
+19
+0.2% +$341 0.17% 97
2024
Q1 		$204K Buy
+11,277
New +$204K 0.19% 93

Other funds holding IFLN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $445B AUM 25.58% 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 22.96% 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

Mosley Wealth Management's IFLN Position: Q4 2024 in Review

Mosley Wealth Management reduced its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 4.6% in Q4 2024, selling an estimated $8.99K and leaving 10,155 shares worth $185K. The position accounts for 0.11% of the portfolio, ranked #113.

Mosley Wealth Management first reported a position in IFLN in Q1 2024 and has held it in 4 quarters since. The position peaked at $204K in Q1 2024. 115 funds tracked by Wall St. Rank hold IFLN as of Q4 2024.

  • Mosley Wealth Management held 10,155 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $185K as of Q4 2024.
  • Mosley Wealth Management sold 491 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2024, an estimated $8.99K.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.11% of Mosley Wealth Management's portfolio in Q4 2024, its #113 holding.
  • Mosley Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2024 and has held it in 4 quarters since.
  • Mosley Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $204K in Q1 2024.
  • 115 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2024.

Based on Mosley Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.