RWM
IFLN

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

Reston 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 		– Sell
-2
Closed -$40 – 325
2024
Q3 		$40 Buy
+2
New +$37 ﹤0.01% 445

Other funds holding IFLN

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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

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

Reston Wealth Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2024, closing a stake of 2 shares — an estimated $40 sold.

Reston Wealth Management first reported a position in IFLN in Q3 2024 and held it in 1 quarter. The position peaked at $40 in Q3 2024. 115 funds tracked by Wall St. Rank hold IFLN as of Q4 2024.

  • Reston Wealth Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 2 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2024, an estimated $40.
  • Reston Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $40 in Q3 2024.
  • 115 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.