PWMG
IFLN

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

Provence Wealth Management 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
2023
Q4 		$6.33K Hold
349
– – ﹤0.01% 340
2023
Q3 		$5.96K Buy
+349
New +$6.07K ﹤0.01% 336

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Provence Wealth Management Group's IFLN Position: Q4 2023 in Review

Provence Wealth Management Group held its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) position steady in Q4 2023 at 349 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Provence Wealth Management Group first reported a position in IFLN in Q3 2023 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold IFLN as of Q4 2023.

  • Provence Wealth Management Group held 349 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $6.33K as of Q4 2023.
  • Provence Wealth Management Group left its Invesco Bloomberg Enhanced Fallen Angels ETF share count unchanged in Q4 2023.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #340 holding.
  • Provence Wealth Management Group first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2023 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.