RWP
IFLN

RWA Wealth Partners’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

RWA Wealth Partners’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
Q1 		– Sell
-563,233
Closed -$9.91M – 265
2022
Q4 		$9.91M Buy
+563,233
New +$9.59M 0.25% 38
2022
Q1 		– Sell
-872,349
Closed -$16.9M – 267
2021
Q4 		$16.9M Sell
872,349
-35,266
-4% -$684K 1.14% 20
2021
Q3 		$17.7M Buy
907,615
+18,632
+2% +$364K 1.32% 20
2021
Q2 		$17.4M Sell
888,983
-6,458
-0.7% -$125K 1.3% 19
2021
Q1 		$17.3M Sell
895,441
-5,376
-0.6% -$104K 1.4% 20
2020
Q4 		$17.5M Buy
900,817
+457,655
+103% +$8.71M 1.55% 15
2020
Q3 		$8.22M Buy
+443,162
New +$8.28M 0.86% 26
2020
Q2 		– Sell
-431,676
Closed -$7.16M – 218
2020
Q1 		$7.16M Buy
+431,676
New +$7.98M 1.01% 21
2018
Q3 		– Sell
-3,344
Closed -$61K – 577
2018
Q2 		$61K Sell
3,344
-1,434
-30% -$26.5K 0.01% 378
2018
Q1 		$88K Sell
4,778
-375,419
-99% -$7.02M 0.01% 273
2017
Q4 		$7.21M Buy
380,197
+13,531
+4% +$257K 0.81% 29
2017
Q3 		$7M Buy
366,666
+11,784
+3% +$224K 0.79% 29
2017
Q2 		$6.75M Buy
354,882
+14,302
+4% +$271K 0.83% 31
2017
Q1 		$6.41M Buy
+340,580
New +$6.41M 0.84% 29

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

RWA Wealth Partners's IFLN Position: Q1 2023 in Review

RWA Wealth Partners sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2023, closing a stake of 563,233 shares — an estimated $9.91M sold.

RWA Wealth Partners first reported a position in IFLN in Q1 2017 and held it in 14 quarters. The position peaked at $17.7M in Q3 2021. 130 funds tracked by Wall St. Rank hold IFLN as of Q1 2023.

  • RWA Wealth Partners reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2023 after selling out during the quarter.
  • RWA Wealth Partners sold 563,233 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2023, an estimated $9.91M.
  • RWA Wealth Partners first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2017 and held it in 14 quarters.
  • RWA Wealth Partners's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $17.7M in Q3 2021.
  • 130 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2023.

Based on RWA Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.