BFC Planning, Inc.’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

BFC Planning, Inc.’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	$87.9K	Buy	5,043 +74	+1%	+$1.34K	﹤0.01%	1292
2026 Q2	$90.9K	Buy	4,969 +79	+2%	+$1.44K	﹤0.01%	1275
2026 Q1	$87.7K	Buy	4,890 +69	+1%	+$1.27K	﹤0.01%	1153
2025 Q4	$89.7K	Buy	4,821 +67	+1%	+$1.24K	﹤0.01%	1154
2025 Q3	$88.3K	Buy	4,754 +65	+1%	+$1.2K	0.01%	972
2025 Q2	$86.6K	Buy	4,689 +62	+1%	+$1.12K	0.01%	942
2025 Q1	$83.6K	Buy	4,627 +66	+1%	+$1.2K	0.01%	929
2024 Q4	$82.5K	Buy	4,561 +68	+2%	+$1.24K	0.01%	943
2024 Q3	$83.3K	Buy	+4,493	New	+$82.3K	0.01%	942

Other funds holding IFLN

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Curry Webb Wealth Management Indianapolis, Indiana $241M AUM 14.92% 1-Year Est. Return

BFC Planning, Inc.'s IFLN Position: Q3 2026 in Review

BFC Planning, Inc. increased its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 1.5% in Q3 2026, buying an estimated $1.34K and bringing the position to 5,043 shares worth $87.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

BFC Planning, Inc. first reported a position in IFLN in Q3 2024 and has held it in 9 quarters since. The position peaked at $90.9K in Q2 2026. 86 funds tracked by Wall St. Rank hold IFLN as of Q3 2026.

BFC Planning, Inc. held 5,043 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $87.9K as of Q3 2026.
BFC Planning, Inc. bought 74 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2026, an estimated $1.34K.
Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1292 holding.
BFC Planning, Inc. first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $90.9K in Q2 2026.
86 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.