CWMS
IFLN

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

CFG Wealth Management Services’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 		– Sell
-255
Closed -$4.58K – 128
2026
Q1 		$4.58K Hold
255
– – ﹤0.01% 142
2025
Q4 		$4.74K Buy
+255
New +$4.74K ﹤0.01% 147

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

CFG Wealth Management Services's IFLN Position: Q2 2026 in Review

CFG Wealth Management Services sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2026, closing a stake of 255 shares — an estimated $4.58K sold.

CFG Wealth Management Services first reported a position in IFLN in Q4 2025 and held it in 2 quarters. The position peaked at $4.74K in Q4 2025. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

  • CFG Wealth Management Services reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 255 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2026, an estimated $4.58K.
  • CFG Wealth Management Services first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2025 and held it in 2 quarters.
  • CFG Wealth Management Services's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $4.74K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.