FIM
IFLN

Freedom Investment Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-21,894
Closed -$404K – 524
2025
Q2 		$404K Buy
21,894
+94
+0.4% +$1.7K 0.03% 509
2025
Q1 		$394K Sell
21,800
-3,275
-13% -$59.6K 0.03% 495
2024
Q4 		$453K Sell
25,075
-630
-2% -$11.5K 0.04% 460
2024
Q3 		$477K Sell
25,705
-1,776
-6% -$32.5K 0.04% 452
2024
Q2 		$494K Sell
27,481
-136
-0.5% -$2.44K 0.04% 427
2024
Q1 		$501K Sell
27,617
-237
-0.9% -$4.28K 0.04% 432
2023
Q4 		$505K Sell
27,854
-2,915
-9% -$50.9K 0.04% 431
2023
Q3 		$526K Sell
30,769
-1,861
-6% -$32.3K 0.06% 352
2023
Q2 		$570K Sell
32,630
-1,742
-5% -$30.3K 0.06% 365
2023
Q1 		$602K Sell
34,372
-245
-0.7% -$4.25K 0.07% 351
2022
Q4 		$593K Sell
34,617
-2,694
-7% -$45.9K 0.07% 359
2022
Q3 		$613K Sell
37,311
-363
-1% -$6.27K 0.07% 353
2022
Q2 		$635K Sell
37,674
-3,448
-8% -$60.6K 0.07% 364
2022
Q1 		$755K Sell
41,122
-49,772
-55% -$930K 0.07% 359
2021
Q4 		$1.76M Sell
90,894
-1,294
-1% -$25.1K 0.13% 201
2021
Q3 		$1.8M Buy
92,188
+1,560
+2% +$30.5K 0.14% 198
2021
Q2 		$1.77M Sell
90,628
-1,336
-1% -$26K 0.13% 184
2021
Q1 		$1.78M Buy
+91,964
New +$1.78M 0.14% 175
2018
Q3 		– Sell
-136,669
Closed -$2.5M – 953
2018
Q2 		$2.5M Sell
136,669
-4,255
-3% -$78.6K 0.15% 120
2018
Q1 		$2.61M Sell
140,924
-78,644
-36% -$1.47M 0.13% 119
2017
Q4 		$4.16M Buy
219,568
+10,746
+5% +$204K 0.21% 55
2017
Q3 		$3.98M Buy
208,822
+2,594
+1% +$49.3K 0.22% 51
2017
Q2 		$3.92M Buy
206,228
+14,773
+8% +$280K 0.22% 49
2017
Q1 		$3.6M Buy
191,455
+27,955
+17% +$526K 0.21% 55
2016
Q4 		$3.07M Buy
163,500
+9,867
+6% +$185K 0.19% 51
2016
Q3 		$2.9M Buy
153,633
+10,817
+8% +$202K 0.19% 57
2016
Q2 		$2.63M Buy
142,816
+30,453
+27% +$552K 0.18% 55
2016
Q1 		$2M Sell
112,363
-5,529
-5% -$95.7K 0.14% 82
2015
Q4 		$2.06M Buy
117,892
+111,262
+1,678% +$1.99M 0.16% 78
2015
Q3 		$526K Sell
6,630
-105,211
-94% -$1.93M 0.05% 304
2015
Q2 		$2.09M Buy
111,841
+4,845
+5% +$91.8K 0.21% 69
2015
Q1 		$2.03M Buy
106,996
+8,474
+9% +$160K 0.22% 63
2014
Q4 		$1.85M Buy
98,522
+1,130
+1% +$21.4K 0.24% 62
2014
Q3 		$1.85M Buy
97,392
+7,945
+9% +$154K 0.33% 42
2014
Q2 		$1.75M Buy
89,447
+3,297
+4% +$64.4K 0.29% 43
2014
Q1 		$1.67M Sell
86,150
-165
-0.2% -$3.19K 0.36% 32
2013
Q4 		$1.66M Sell
86,315
-2,646
-3% -$50.6K 0.41% 32
2013
Q3 		$1.67M Sell
88,961
-6,299
-7% -$119K 0.48% 28
2013
Q2 		$1.78M Buy
+95,260
New +$1.84M 0.6% 28

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Envestnet Asset Management
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Freedom Investment Management's IFLN Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2025, closing a stake of 21,894 shares — an estimated $404K sold.

Freedom Investment Management first reported a position in IFLN in Q2 2013 and held it in 39 quarters. The position peaked at $4.16M in Q4 2017. 108 funds tracked by Wall St. Rank hold IFLN as of Q3 2025.

  • Freedom Investment Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 21,894 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2025, an estimated $404K.
  • Freedom Investment Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2013 and held it in 39 quarters.
  • Freedom Investment Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $4.16M in Q4 2017.
  • 108 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.