BPA
IFLN

Beacon Pointe Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Beacon Pointe Advisors’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 		$400K Buy
21,885
+1,885
+9% +$34.4K ﹤0.01% 1440
2026
Q1 		$359K Buy
+20,000
New +$369K ﹤0.01% 1447
2025
Q3 		– Sell
-21,300
Closed -$393K – 1493
2025
Q2 		$393K Hold
21,300
– – ﹤0.01% 961
2025
Q1 		$385K Sell
21,300
-800
-4% -$14.6K ﹤0.01% 930
2024
Q4 		$400K Sell
22,100
-100
-0.5% -$1.83K ﹤0.01% 899
2024
Q3 		$412K Hold
22,200
– – ﹤0.01% 917
2024
Q2 		$399K Hold
22,200
– – ﹤0.01% 953
2024
Q1 		$402K Sell
22,200
-643
-3% -$11.6K ﹤0.01% 998
2023
Q4 		$414K Sell
22,843
-45
-0.2% -$785 ﹤0.01% 960
2023
Q3 		$391K Buy
22,888
+63
+0.3% +$1.09K ﹤0.01% 966
2023
Q2 		$399K Sell
22,825
-159
-0.7% -$2.77K 0.01% 788
2023
Q1 		$402K Buy
22,984
+172
+0.8% +$2.98K 0.01% 827
2022
Q4 		$391K Sell
22,812
-3,995
-15% -$68K 0.01% 774
2022
Q3 		$440K Buy
26,807
+8
+0% +$138 0.01% 679
2022
Q2 		$452K Sell
26,799
-1,496
-5% -$26.3K 0.01% 683
2022
Q1 		$520K Buy
28,295
+1,005
+4% +$18.8K 0.01% 799
2021
Q4 		$530K Sell
27,290
-1,395
-5% -$27K 0.01% 554
2021
Q3 		$559K Buy
+28,685
New +$561K 0.01% 518

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

Beacon Pointe Advisors's IFLN Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 9.4% in Q2 2026, buying an estimated $34.4K and bringing the position to 21,885 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Beacon Pointe Advisors first reported a position in IFLN in Q3 2021 and has held it in 18 quarters since. The position peaked at $559K in Q3 2021. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

  • Beacon Pointe Advisors held 21,885 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $400K as of Q2 2026.
  • Beacon Pointe Advisors bought 1,885 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2026, an estimated $34.4K.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1440 holding.
  • Beacon Pointe Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2021 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $559K in Q3 2021.
  • 107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.