Carson Wealth (CWM LLC)’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Carson Wealth (CWM LLC)’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
2025 Q3	–	Sell	-3,000	Closed	-$55.4K	–	5470
2025 Q2	$55K	Sell	3,000 -135	-4%	-$2.44K	﹤0.01%	3211
2025 Q1	$57K	Sell	3,135 -625	-17%	-$11.4K	﹤0.01%	2871
2024 Q4	$68K	Sell	3,760 -428	-10%	-$7.83K	﹤0.01%	2569
2024 Q3	$78K	Buy	4,188 +3,018	+258%	+$55.3K	﹤0.01%	2356
2024 Q2	$21K	Buy	1,170 +201	+21%	+$3.61K	﹤0.01%	3086
2024 Q1	$18K	Buy	+969	New	+$17.5K	﹤0.01%	2979
2023 Q4	–	Sell	-265	Closed	-$5K	–	4426
2023 Q3	$5K	Buy	+265	New	+$4.61K	﹤0.01%	3482
2022 Q4	–	Sell	-93	Closed	-$2K	–	4179
2022 Q3	$2K	Buy	+93	New	+$1.61K	﹤0.01%	3515
2019 Q1	–	Sell	-849	Closed	-$15K	–	3198
2018 Q4	$15K	Buy	+849	New	+$15.4K	﹤0.01%	1221
2016 Q3	–	Sell	-193	Closed	-$4K	–	1043
2016 Q2	$4K	Sell	193 -62	-24%	-$1.12K	﹤0.01%	660
2016 Q1	$5K	Buy	+255	New	+$4.41K	﹤0.01%	599
2015 Q4	–	Sell	-88	Closed	-$2K	–	738
2015 Q3	$2K	Buy	+88	New	+$1.61K	﹤0.01%	583

Other funds holding IFLN

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

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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

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

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IFLN Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2025, closing a stake of 3,000 shares — an estimated $55.4K sold.

Carson Wealth (CWM LLC) first reported a position in IFLN in Q3 2015 and held it in 12 quarters. The position peaked at $78K in Q3 2024. 108 funds tracked by Wall St. Rank hold IFLN as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 3,000 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2025, an estimated $55.4K.
Carson Wealth (CWM LLC) first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2015 and held it in 12 quarters.
Carson Wealth (CWM LLC)'s Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $78K in Q3 2024.
108 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.