TIM
IFLN

Tortoise Investment Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Tortoise Investment 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
2023
Q4 		– Sell
-754
Closed -$12.9K – 812
2023
Q3 		$12.9K Buy
+754
New +$13.1K ﹤0.01% 521
2016
Q3 		– Sell
-39
Closed -$1K – 499
2016
Q2 		$1K Buy
+39
New +$707 ﹤0.01% 476

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 $609B AUM 40.19% 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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Tortoise Investment Management's IFLN Position: Q4 2023 in Review

Tortoise Investment Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2023, closing a stake of 754 shares — an estimated $12.9K sold.

Tortoise Investment Management first reported a position in IFLN in Q2 2016 and held it in 2 quarters. The position peaked at $12.9K in Q3 2023. 120 funds tracked by Wall St. Rank hold IFLN as of Q4 2023.

  • Tortoise Investment Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2023 after selling out during the quarter.
  • Tortoise Investment Management sold 754 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2023, an estimated $12.9K.
  • Tortoise Investment Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2016 and held it in 2 quarters.
  • Tortoise Investment Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $12.9K in Q3 2023.
  • 120 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2023.

Based on Tortoise Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.