TWM
IFLN

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

Tradition 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
2023
Q4 		– Sell
-980
Closed -$17K – 1342
2023
Q3 		$17K Hold
980
– – ﹤0.01% 887
2023
Q2 		$17K Buy
+980
New +$17.1K ﹤0.01% 915

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

Tradition Wealth Management's IFLN Position: Q4 2023 in Review

Tradition Wealth Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2023, closing a stake of 980 shares — an estimated $17K sold.

Tradition Wealth Management first reported a position in IFLN in Q2 2023 and held it in 2 quarters. The position peaked at $17K in Q3 2023. 120 funds tracked by Wall St. Rank hold IFLN as of Q4 2023.

  • Tradition Wealth Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 980 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2023, an estimated $17K.
  • Tradition Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $17K in Q3 2023.
  • 120 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.