DFA
IFLN

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

DHJJ Financial 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
2026
Q2 		$57.1K Hold
3,124
– – 0.02% 395
2026
Q1 		$56.1K Buy
3,124
+4
+0.1% +$74 0.02% 375
2025
Q4 		$58K Buy
3,120
+7
+0.2% +$130 0.02% 360
2025
Q3 		$57.8K Sell
3,113
-72
-2% -$1.33K 0.02% 342
2025
Q2 		$58.8K Buy
3,185
+7
+0.2% +$127 0.02% 322
2025
Q1 		$57.4K Sell
3,178
-144
-4% -$2.62K 0.02% 301
2024
Q4 		$60.1K Buy
3,322
+10
+0.3% +$183 0.02% 280
2024
Q3 		$61.4K Sell
3,312
-1,334
-29% -$24.4K 0.02% 272
2024
Q2 		$83.5K Sell
4,646
-57
-1% -$1.02K 0.04% 222
2024
Q1 		$85.3K Sell
4,703
-320
-6% -$5.78K 0.04% 211
2023
Q4 		$91.1K Sell
5,023
-350
-7% -$6.11K 0.04% 204
2023
Q3 		$91.8K Buy
+5,373
New +$93.4K 0.05% 193
2022
Q4 		– Sell
-14,736
Closed -$242K – 135
2022
Q3 		$242K Sell
14,736
-413
-3% -$7.13K 0.14% 113
2022
Q2 		$255K Sell
15,149
-72
-0.5% -$1.26K 0.14% 113
2022
Q1 		$279K Sell
15,221
-699
-4% -$13.1K 0.13% 112
2021
Q4 		$309K Sell
15,920
-115
-0.7% -$2.23K 0.15% 106
2021
Q3 		$312K Buy
16,035
+5
+0% +$98 0.16% 99
2021
Q2 		$313K Sell
16,030
-35
-0.2% -$680 0.17% 96
2021
Q1 		$311K Hold
16,065
– – 0.18% 88
2020
Q4 		$312K Buy
+16,065
New +$306K 0.2% 79

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 22.96% 1-Year Est. Return

DHJJ Financial Advisors's IFLN Position: Q2 2026 in Review

DHJJ Financial Advisors held its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) position steady in Q2 2026 at 3,124 shares worth $57.1K. The position accounts for 0.02% of the portfolio, ranked #395.

DHJJ Financial Advisors first reported a position in IFLN in Q4 2020 and has held it in 20 quarters since. The position peaked at $313K in Q2 2021. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

  • DHJJ Financial Advisors held 3,124 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $57.1K as of Q2 2026.
  • DHJJ Financial Advisors left its Invesco Bloomberg Enhanced Fallen Angels ETF share count unchanged in Q2 2026.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #395 holding.
  • DHJJ Financial Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2020 and has held it in 20 quarters since.
  • DHJJ Financial Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $313K in Q2 2021.
  • 107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.