AWMG
IFLN

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

Alliance Wealth Management 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
2026
Q1 		– Sell
-20,810
Closed -$387K – 98
2025
Q4 		$387K Sell
20,810
-212,453
-91% -$3.95M 0.08% 70
2025
Q3 		$4.33M Buy
233,263
+3,491
+2% +$64.5K 0.96% 30
2025
Q2 		$4.24M Sell
229,772
-2,083
-0.9% -$37.7K 1.08% 29
2025
Q1 		$4.19M Sell
231,855
-4,616
-2% -$84K 1.13% 27
2024
Q4 		$4.28M Buy
236,471
+4,528
+2% +$82.9K 1.14% 27
2024
Q3 		$4.3M Sell
231,943
-3,450
-1% -$63.2K 1.14% 27
2024
Q2 		$4.23M Buy
235,393
+5,249
+2% +$94.3K 1.21% 25
2024
Q1 		$4.17M Buy
230,144
+5,067
+2% +$91.5K 1.22% 24
2023
Q4 		$4.08M Buy
+225,077
New +$3.93M 1.27% 24
2023
Q2 		$13.5M Buy
769,796
+6,983
+0.9% +$122K 4.37% 5
2023
Q1 		$13.4M Buy
762,813
+18,694
+3% +$324K 4.54% 5
2022
Q4 		$12.7M Sell
744,119
-31,665
-4% -$539K 4.66% 5
2022
Q3 		$12.7M Sell
775,784
-37,997
-5% -$656K 4.95% 5
2022
Q2 		$13.7M Sell
813,781
-41,118
-5% -$723K 5.07% 5
2022
Q1 		$15.7M Buy
854,899
+22,374
+3% +$418K 5.11% 5
2021
Q4 		$16.2M Buy
832,525
+3,493
+0.4% +$67.7K 5.01% 5
2021
Q3 		$16.1M Buy
829,032
+31,582
+4% +$618K 5.24% 5
2021
Q2 		$15.6M Buy
797,450
+30,503
+4% +$593K 5.18% 5
2021
Q1 		$14.8M Buy
766,947
+133,677
+21% +$2.59M 5.6% 5
2020
Q4 		$12.3M Buy
633,270
+5,063
+0.8% +$96.4K 4.85% 5
2020
Q3 		$11.6M Buy
628,207
+40,336
+7% +$754K 5% 5
2020
Q2 		$10.6M Buy
587,871
+18,763
+3% +$332K 4.86% 5
2020
Q1 		$9.44M Sell
569,108
-17,752
-3% -$328K 5.03% 5
2019
Q4 		$11.3M Buy
586,860
+24,204
+4% +$461K 5.04% 5
2019
Q3 		$10.7M Buy
562,656
+28,675
+5% +$544K 5.15% 5
2019
Q2 		$10.1M Sell
533,981
-38,398
-7% -$720K 4.96% 5
2019
Q1 		$10.7M Buy
572,379
+14,409
+3% +$265K 5.66% 5
2018
Q4 		$9.86M Sell
557,970
-83,307
-13% -$1.51M 5.89% 5
2018
Q3 		$11.9M Buy
641,277
+85,575
+15% +$1.58M 6.48% 4
2018
Q2 		$10.2M Buy
555,702
+807
+0.1% +$14.9K 5.89% 4
2018
Q1 		$10.3M Buy
554,895
+10,194
+2% +$191K 4.82% 4
2017
Q4 		$10.3M Sell
544,701
-513,820
-49% -$9.75M 5.12% 4
2017
Q3 		$20.2M Buy
1,058,521
+606,255
+134% +$11.5M 5.13% 4
2017
Q2 		$8.6M Buy
452,266
+40,066
+10% +$759K 4.82% 4
2017
Q1 		$7.8M Buy
+412,200
New +$7.76M 4.51% 4

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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

Alliance Wealth Management Group's IFLN Position: Q1 2026 in Review

Alliance Wealth Management Group sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2026, closing a stake of 20,810 shares — an estimated $387K sold.

Alliance Wealth Management Group first reported a position in IFLN in Q1 2017 and held it in 35 quarters. The position peaked at $20.2M in Q3 2017. 110 funds tracked by Wall St. Rank hold IFLN as of Q1 2026.

  • Alliance Wealth Management Group reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2026 after selling out during the quarter.
  • Alliance Wealth Management Group sold 20,810 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2026, an estimated $387K.
  • Alliance Wealth Management Group first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2017 and held it in 35 quarters.
  • Alliance Wealth Management Group's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $20.2M in Q3 2017.
  • 110 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.