CX Institutional
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CX Institutional’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

CX Institutional’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
Q3 		$44K Hold
2,503
– – ﹤0.01% 1039
2026
Q2 		$46K Buy
+2,503
New +$45.7K ﹤0.01% 997

Other funds holding IFLN

Blueline Advisors
Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Curry Webb Wealth Management
Curry Webb Wealth Management Indianapolis, Indiana $241M AUM 14.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return
Islay Capital Management
Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

CX Institutional's IFLN Position: Q3 2026 in Review

CX Institutional held its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) position steady in Q3 2026 at 2,503 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

CX Institutional first reported a position in IFLN in Q2 2026 and has held it in 2 quarters since. The position peaked at $46K in Q2 2026. 22 funds tracked by Wall St. Rank hold IFLN as of Q3 2026.

  • CX Institutional held 2,503 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $44K as of Q3 2026.
  • CX Institutional left its Invesco Bloomberg Enhanced Fallen Angels ETF share count unchanged in Q3 2026.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1039 holding.
  • CX Institutional first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2026 and has held it in 2 quarters since.
  • CX Institutional's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $46K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.