CWWM
IFLN

Curry Webb Wealth Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Curry Webb 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 		$3.16M Sell
172,639
-21,058
-11% -$385K 1.31% 17
2026
Q1 		$3.47M Sell
193,697
-34,548
-15% -$637K 1.64% 16
2025
Q4 		$4.25M Buy
+228,245
New +$4.24M 2.11% 17

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

Curry Webb Wealth Management's IFLN Position: Q2 2026 in Review

Curry Webb Wealth Management reduced its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 11% in Q2 2026, selling an estimated $385K and leaving 172,639 shares worth $3.16M. The position accounts for 1.31% of the portfolio, ranked #17.

Curry Webb Wealth Management first reported a position in IFLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.25M in Q4 2025. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

  • Curry Webb Wealth Management held 172,639 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $3.16M as of Q2 2026.
  • Curry Webb Wealth Management sold 21,058 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2026, an estimated $385K.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 1.31% of Curry Webb Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Curry Webb Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2025 and has held it in 3 quarters since.
  • Curry Webb Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $4.25M in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on Curry Webb Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.