VFPI
IFLN

Vantage Financial Partners (Illinois)’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Vantage Financial Partners (Illinois)’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
2024
Q2 		$5.32M Buy
296,271
+16,678
+6% +$300K 1.32% 24
2024
Q1 		$5.07M Buy
279,593
+70,850
+34% +$1.28M 1.32% 24
2023
Q4 		$3.78M Buy
+208,743
New +$3.64M 1.15% 25

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 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

Vantage Financial Partners (Illinois)'s IFLN Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) increased its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 6% in Q2 2024, buying an estimated $300K and bringing the position to 296,271 shares worth $5.32M. The position accounts for 1.32% of the portfolio, ranked #24.

Vantage Financial Partners (Illinois) first reported a position in IFLN in Q4 2023 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold IFLN as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 296,271 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $5.32M as of Q2 2024.
  • Vantage Financial Partners (Illinois) bought 16,678 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2024, an estimated $300K.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 1.32% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #24 holding.
  • Vantage Financial Partners (Illinois) first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2023 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.