SC
IFLN

Steph & Co’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Steph & Co’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 		– Sell
-129
Closed -$2.2K – 285
2023
Q3 		$2.2K Buy
+129
New +$2.24K ﹤0.01% 289

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 $544B AUM 28.31% 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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Steph & Co's IFLN Position: Q4 2023 in Review

Steph & Co sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2023, closing a stake of 129 shares — an estimated $2.2K sold.

Steph & Co first reported a position in IFLN in Q3 2023 and held it in 1 quarter. The position peaked at $2.2K in Q3 2023. 120 funds tracked by Wall St. Rank hold IFLN as of Q4 2023.

  • Steph & Co reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2023 after selling out during the quarter.
  • Steph & Co sold 129 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2023, an estimated $2.2K.
  • Steph & Co first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2023 and held it in 1 quarter.
  • Steph & Co's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $2.2K in Q3 2023.
  • 120 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2023.

Based on Steph & Co's 13F filing for Q4 2023, filed 31 Jan 2024.