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

Sugarloaf 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
2022 Q3	–	Sell	-2,582	Closed	-$43K	–	867
2022 Q2	$43K	Buy	+2,582	New	+$45.4K	0.01%	312
2020 Q3	–	Sell	-52	Closed	-$1K	–	712
2020 Q2	$1K	Hold	52	–	–	﹤0.01%	648
2020 Q1	$1K	Sell	52 -255	-83%	-$4.71K	﹤0.01%	660
2019 Q4	$6K	Buy	+307	New	+$5.85K	﹤0.01%	523

Other funds holding IFLN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sugarloaf Wealth Management's IFLN Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2022, closing a stake of 2,582 shares — an estimated $43K sold.

Sugarloaf Wealth Management first reported a position in IFLN in Q4 2019 and held it in 4 quarters. The position peaked at $43K in Q2 2022. 115 funds tracked by Wall St. Rank hold IFLN as of Q3 2022.

Sugarloaf Wealth Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 2,582 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2022, an estimated $43K.
Sugarloaf Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2019 and held it in 4 quarters.
Sugarloaf Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $43K in Q2 2022.
115 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.