WP
IFLN

WealthPLAN Partners’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

WealthPLAN Partners’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 		– Sell
-1,579
Closed -$27.6K – 900
2023
Q2 		$27.6K Hold
1,579
– – ﹤0.01% 617
2023
Q1 		$27.6K Buy
+1,579
New +$27.4K ﹤0.01% 663
2016
Q3 		$27.5K Sell
1,460
-1,300
-47% -$24.3K 0.01% 424
2016
Q2 		$26.9K Buy
+2,760
New +$50K ﹤0.01% 1230
2015
Q4 		$259K Buy
+44,122
New +$790K 0.04% 226
2015
Q2 		$307K Sell
16,460
-19,035
-54% -$361K 0.13% 76
2015
Q1 		$674K Buy
+35,495
New +$672K 0.31% 59

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $501B AUM 22.01% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return