CFML
IFLN

COMPASS FINANCIAL MANAGEMENT LLC’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
2026
Q2 		$44.1K Buy
+2,414
New +$44.1K 0.01% 709

Other funds holding IFLN

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
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
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
CWWM
Curry Webb Wealth Management Indianapolis, Indiana $241M AUM

COMPASS FINANCIAL MANAGEMENT LLC's IFLN Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2026: 2,414 shares worth $44.1K. The stake represents 0.01% of the portfolio and ranks #709 among its holdings.

89 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 2,414 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $44.1K as of Q2 2026.
  • Invesco Bloomberg Enhanced Fallen Angels ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #709 holding.
  • 89 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.