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

Cherry Tree 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 		$2.25K Hold
123
– – ﹤0.01% 527
2026
Q1 		$2.21K Buy
+123
New +$2.27K ﹤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 22.9% 1-Year Est. Return

Cherry Tree Wealth Management's IFLN Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) position steady in Q2 2026 at 123 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Cherry Tree Wealth Management first reported a position in IFLN in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

  • Cherry Tree Wealth Management held 123 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $2.25K as of Q2 2026.
  • Cherry Tree Wealth Management left its Invesco Bloomberg Enhanced Fallen Angels ETF share count unchanged in Q2 2026.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #527 holding.
  • Cherry Tree Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2026 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.