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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPLAN Partners's IFLN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2023, closing a stake of 1,579 shares — an estimated $27.6K sold.

WealthPLAN Partners first reported a position in IFLN in Q1 2015 and held it in 7 quarters. The position peaked at $674K in Q1 2015. 119 funds tracked by Wall St. Rank hold IFLN as of Q3 2023.

WealthPLAN Partners reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,579 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2023, an estimated $27.6K.
WealthPLAN Partners first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2015 and held it in 7 quarters.
WealthPLAN Partners's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $674K in Q1 2015.
119 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.