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

Clearstead 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
2025 Q2	–	Sell	-69	Closed	-$1.25K	–	2840
2025 Q1	$1.25K	Hold	69	–	–	﹤0.01%	1965
2024 Q4	$1.25K	Hold	69	–	–	﹤0.01%	1902
2024 Q3	$1.28K	Hold	69	–	–	﹤0.01%	1886
2024 Q2	$1.24K	Buy	+69	New	+$1.24K	﹤0.01%	1875
2023 Q4	–	Sell	-20,500	Closed	-$350K	–	1620
2023 Q3	$350K	Buy	+20,500	New	+$356K	0.01%	453
2018 Q2	–	Sell	-15,854	Closed	-$293K	–	228
2018 Q1	$293K	Buy	+15,854	New	+$297K	0.04%	187
2017 Q4	–	Sell	-15,542	Closed	-$297K	–	248
2017 Q3	$297K	Buy	15,542 +155	+1%	+$2.94K	0.04%	197
2017 Q2	$293K	Buy	15,387 +165	+1%	+$3.13K	0.04%	186
2017 Q1	$286K	Buy	15,222 +695	+5%	+$13.1K	0.04%	184
2016 Q4	$273K	Buy	+14,527	New	+$272K	0.04%	174

Other funds holding IFLN

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RWP

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

Clearstead Advisors's IFLN Position: Q2 2025 in Review

Clearstead Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2025, closing a stake of 69 shares — an estimated $1.25K sold.

Clearstead Advisors first reported a position in IFLN in Q4 2016 and held it in 10 quarters. The position peaked at $350K in Q3 2023. 112 funds tracked by Wall St. Rank hold IFLN as of Q2 2025.

Clearstead Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2025 after selling out during the quarter.
Clearstead Advisors sold 69 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2025, an estimated $1.25K.
Clearstead Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2016 and held it in 10 quarters.
Clearstead Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $350K in Q3 2023.
112 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.