TL
IFLN

TrueWealth LLC’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

TrueWealth LLC’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
2020
Q2 		$14K Hold
749
– – 0.01% 429
2020
Q1 		$12K Buy
+749
New +$13.8K 0.01% 433
2018
Q2 		– Sell
-541
Closed -$10K – 862
2018
Q1 		$10K Buy
+541
New +$10.1K 0.01% 456

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

TrueWealth LLC's IFLN Position: Q2 2020 in Review

TrueWealth LLC held its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) position steady in Q2 2020 at 749 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #429.

TrueWealth LLC first reported a position in IFLN in Q1 2018 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold IFLN as of Q2 2020.

  • TrueWealth LLC held 749 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $14K as of Q2 2020.
  • TrueWealth LLC left its Invesco Bloomberg Enhanced Fallen Angels ETF share count unchanged in Q2 2020.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #429 holding.
  • TrueWealth LLC first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2018 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.