Sutton Wealth Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Sutton Wealth Advisors’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 Q3	$239	Hold	14	–	–	﹤0.01%	835
2023 Q2	$245	Hold	14	–	–	﹤0.01%	823
2023 Q1	$245	Hold	14	–	–	﹤0.01%	781
2022 Q4	$240	Hold	14	–	–	﹤0.01%	1580
2022 Q3	$230	Hold	14	–	–	﹤0.01%	1549
2022 Q2	$236	Hold	14	–	–	﹤0.01%	1563
2022 Q1	$257	Sell	14 -40	-74%	-$747	﹤0.01%	1556
2021 Q4	$1.06K	Hold	54	–	–	﹤0.01%	1316
2021 Q3	$1.06K	Hold	54	–	–	﹤0.01%	1239
2021 Q2	$1.06K	Hold	54	–	–	﹤0.01%	1224
2021 Q1	$1.05K	Hold	54	–	–	﹤0.01%	1198
2020 Q4	$1.06K	Hold	54	–	–	﹤0.01%	1178
2020 Q3	$1.01K	Sell	54 -26	-33%	-$486	﹤0.01%	1140
2020 Q2	$1.46K	Hold	80	–	–	﹤0.01%	1090
2020 Q1	$1.33K	Sell	80 -80	-50%	-$1.48K	﹤0.01%	1074
2019 Q4	$3.09K	Hold	160	–	–	﹤0.01%	1009
2019 Q3	$3.05K	Hold	160	–	–	﹤0.01%	1012
2019 Q2	$3.04K	Hold	160	–	–	﹤0.01%	1002
2019 Q1	$2.99K	Buy	160 +80	+100%	+$1.47K	﹤0.01%	1000
2018 Q4	$1.42K	Hold	80	–	–	﹤0.01%	1019
2018 Q3	$1.49K	Hold	80	–	–	﹤0.01%	1016
2018 Q2	$1.47K	Buy	80 +14	+21%	+$259	﹤0.01%	1036
2018 Q1	$1.23K	Hold	66	–	–	﹤0.01%	1032
2017 Q4	$1.26K	Hold	66	–	–	﹤0.01%	994
2017 Q3	$1.26K	Buy	66 +1	+2%	+$19	﹤0.01%	985
2017 Q2	$1.24K	Sell	65 -4	-6%	-$76	﹤0.01%	984
2017 Q1	$1.29K	Buy	69 +5	+8%	+$94	﹤0.01%	962
2016 Q4	$1.2K	Buy	64 +1	+2%	+$19	﹤0.01%	961
2016 Q3	$1.19K	Buy	63 +1	+2%	+$19	﹤0.01%	955
2016 Q2	$1.15K	Hold	62	–	–	﹤0.01%	918
2016 Q1	$1.1K	Buy	+62	New	+$1.07K	﹤0.01%	915

Other funds holding IFLN

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sutton Wealth Advisors's IFLN Position: Q3 2023 in Review

Sutton Wealth Advisors held its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) position steady in Q3 2023 at 14 shares worth $239. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Sutton Wealth Advisors first reported a position in IFLN in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.09K in Q4 2019. 121 funds tracked by Wall St. Rank hold IFLN as of Q3 2023.

Sutton Wealth Advisors held 14 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $239 as of Q3 2023.
Sutton Wealth Advisors left its Invesco Bloomberg Enhanced Fallen Angels ETF share count unchanged in Q3 2023.
Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #835 holding.
Sutton Wealth Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $3.09K in Q4 2019.
121 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.