PMFA
IFLN

Plante Moran Financial Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Plante Moran Financial Advisors’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 		– Hold
0
– – – 786
2014
Q3 		– Sell
-1,510
Closed -$30K – 837
2014
Q2 		$30K Buy
+1,510
New +$29.5K 0.03% 311

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

Plante Moran Financial Advisors's IFLN Position: Q2 2024 in Review

Plante Moran Financial Advisors held its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) position steady in Q2 2024 at 0 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Plante Moran Financial Advisors first reported a position in IFLN in Q2 2014 and has held it in 1 quarter since. The position peaked at $30K in Q2 2014. 123 funds tracked by Wall St. Rank hold IFLN as of Q2 2024.

  • Plante Moran Financial Advisors held 0 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $2 as of Q2 2024.
  • Plante Moran Financial Advisors left its Invesco Bloomberg Enhanced Fallen Angels ETF share count unchanged in Q2 2024.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2024, its #786 holding.
  • Plante Moran Financial Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2014 and has held it in 1 quarter since.
  • Plante Moran Financial Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $30K in Q2 2014.
  • 123 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.