NC
IFLN

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

NewSquare Capital’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
-533
Closed -$9.66K – 430
2024
Q1 		$9.66K Hold
533
– – ﹤0.01% 252
2023
Q4 		$9.66K Sell
533
-624
-54% -$10.9K ﹤0.01% 275
2023
Q3 		$19.8K Hold
1,157
– – ﹤0.01% 250
2023
Q2 		$20.2K Hold
1,157
– – ﹤0.01% 249
2023
Q1 		$20.3K Buy
1,157
+533
+85% +$9.24K ﹤0.01% 268
2022
Q4 		$10.7K Buy
+624
New +$10.6K ﹤0.01% 282

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 $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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

NewSquare Capital's IFLN Position: Q2 2024 in Review

NewSquare Capital sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2024, closing a stake of 533 shares — an estimated $9.66K sold.

NewSquare Capital first reported a position in IFLN in Q4 2022 and held it in 6 quarters. The position peaked at $20.3K in Q1 2023. 123 funds tracked by Wall St. Rank hold IFLN as of Q2 2024.

  • NewSquare Capital reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2024 after selling out during the quarter.
  • NewSquare Capital sold 533 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2024, an estimated $9.66K.
  • NewSquare Capital first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2022 and held it in 6 quarters.
  • NewSquare Capital's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $20.3K in Q1 2023.
  • 123 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2024.

Based on NewSquare Capital's 13F filing for Q2 2024, filed 23 Jul 2024.