AWM
IFLN

AE Wealth Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

AE Wealth Management’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
2026
Q2 		$25K Buy
1,367
+9
+0.7% +$164 ﹤0.01% 2213
2026
Q1 		$24.4K Buy
1,358
+6
+0.4% +$111 ﹤0.01% 2107
2025
Q4 		$25.1K Buy
1,352
+1,007
+292% +$18.7K ﹤0.01% 1987
2025
Q3 		$6.41K Sell
345
-210
-38% -$3.88K ﹤0.01% 2041
2025
Q2 		$10.2K Buy
+555
New +$10K ﹤0.01% 1873
2021
Q1 		– Sell
-93,720
Closed -$1.82M – 1551
2020
Q4 		$1.82M Buy
93,720
+4,078
+5% +$77.6K 0.02% 524
2020
Q3 		$1.66M Buy
89,642
+354
+0.4% +$6.61K 0.02% 483
2020
Q2 		$1.62M Buy
89,288
+74,450
+502% +$1.32M 0.03% 475
2020
Q1 		$246K Sell
14,838
-34,413
-70% -$636K 0.01% 941
2019
Q4 		$949K Buy
49,251
+36,299
+280% +$692K 0.02% 544
2019
Q3 		$246K Sell
12,952
-4,697
-27% -$89.2K 0.01% 856
2019
Q2 		$334K Buy
+17,649
New +$331K 0.01% 714
2018
Q4 		– Sell
-13,897
Closed -$258K – 566
2018
Q3 		$258K Sell
13,897
-1,027
-7% -$19K 0.01% 488
2018
Q2 		$273K Sell
14,924
-5,932
-28% -$110K 0.02% 353
2018
Q1 		$386K Sell
20,856
-1,248
-6% -$23.3K 0.03% 285
2017
Q4 		$419K Sell
22,104
-15,943
-42% -$303K 0.04% 256
2017
Q3 		$726K Sell
38,047
-3,992
-9% -$75.8K 0.07% 194
2017
Q2 		$800K Buy
42,039
+5,434
+15% +$103K 0.1% 176
2017
Q1 		$689K Buy
+36,605
New +$689K 0.13% 144

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
Blueline Advisors Exeter, New Hampshire $144M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AE Wealth Management's IFLN Position: Q2 2026 in Review

AE Wealth Management increased its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 0.66% in Q2 2026, buying an estimated $164 and bringing the position to 1,367 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

AE Wealth Management first reported a position in IFLN in Q1 2017 and has held it in 19 quarters since. The position peaked at $1.82M in Q4 2020. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

  • AE Wealth Management held 1,367 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $25K as of Q2 2026.
  • AE Wealth Management bought 9 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2026, an estimated $164.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2213 holding.
  • AE Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2017 and has held it in 19 quarters since.
  • AE Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $1.82M in Q4 2020.
  • 107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.