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

Foundations Investment 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 Q1	–	Sell	-338,167	Closed	-$6.11M	–	913
2024 Q4	$6.11M	Sell	338,167 -399	-0.1%	-$7.3K	0.12%	158
2024 Q3	$6.28M	Buy	338,566 +12,158	+4%	+$223K	0.13%	140
2024 Q2	$5.87M	Buy	326,408 +8,181	+3%	+$147K	0.14%	126
2024 Q1	$5.77M	Buy	318,227 +13,137	+4%	+$237K	0.15%	126
2023 Q4	$5.55M	Buy	+305,090	New	+$5.32M	0.15%	113
2020 Q1	–	Sell	-140,660	Closed	-$2.71M	–	145
2019 Q4	$2.71M	Buy	140,660 +20,154	+17%	+$384K	0.33%	26
2019 Q3	$2.28M	Buy	120,506 +34,886	+41%	+$662K	0.3%	28
2019 Q2	$1.63M	Buy	+85,620	New	+$1.61M	0.24%	35

Other funds holding IFLN

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWP

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

Foundations Investment Advisors's IFLN Position: Q1 2025 in Review

Foundations Investment Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2025, closing a stake of 338,167 shares — an estimated $6.11M sold.

Foundations Investment Advisors first reported a position in IFLN in Q2 2019 and held it in 8 quarters. The position peaked at $6.28M in Q3 2024. 116 funds tracked by Wall St. Rank hold IFLN as of Q1 2025.

Foundations Investment Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2025 after selling out during the quarter.
Foundations Investment Advisors sold 338,167 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2025, an estimated $6.11M.
Foundations Investment Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2019 and held it in 8 quarters.
Foundations Investment Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $6.28M in Q3 2024.
116 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.