ZIG
IFLN

Zullo Investment Group’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-715
Closed -$12.2K – 542
2022
Q4 		$12.2K Hold
715
– – 0.01% 465
2022
Q3 		$12K Hold
715
– – 0.01% 461
2022
Q2 		$12K Hold
715
– – 0.01% 464
2022
Q1 		$13K Hold
715
– – 0.01% 488
2021
Q4 		$14K Buy
+715
New +$13.9K 0.01% 478

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $514M AUM 16.05% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $717M AUM 15.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Zullo Investment Group's IFLN Position: Q1 2023 in Review

Zullo Investment Group sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2023, closing a stake of 715 shares — an estimated $12.2K sold.

Zullo Investment Group first reported a position in IFLN in Q4 2021 and held it in 5 quarters. The position peaked at $14K in Q4 2021. 131 funds tracked by Wall St. Rank hold IFLN as of Q1 2023.

  • Zullo Investment Group reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 715 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2023, an estimated $12.2K.
  • Zullo Investment Group first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $14K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.