GWM
IFLN

Geneos Wealth Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Geneos Wealth 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
2026
Q2 		$36.6K Sell
2,000
-1,250
-38% -$22.8K ﹤0.01% 1591
2026
Q1 		$58.3K Sell
3,250
-70
-2% -$1.29K ﹤0.01% 1364
2025
Q4 		$61.8K Hold
3,320
– – ﹤0.01% 1313
2025
Q3 		$61.7K Hold
3,320
– – ﹤0.01% 1297
2025
Q2 		$61.3K Sell
3,320
-800
-19% -$14.5K ﹤0.01% 1463
2025
Q1 		$74.4K Sell
4,120
-117,084
-97% -$2.13M ﹤0.01% 1293
2024
Q4 		$2.19M Buy
121,204
+11,374
+10% +$208K 0.08% 280
2024
Q3 		$2.04M Buy
109,830
+22,696
+26% +$416K 0.08% 277
2024
Q2 		$1.57M Sell
87,134
-7,642
-8% -$137K 0.07% 284
2024
Q1 		$1.72M Sell
94,776
-9,460
-9% -$171K 0.08% 274
2023
Q4 		$1.89M Buy
104,236
+101,916
+4,393% +$1.78M 0.09% 243
2023
Q3 		$39.6K Sell
2,320
-17,534
-88% -$305K ﹤0.01% 1143
2023
Q2 		$347K Buy
19,854
+339
+2% +$5.9K 0.02% 547
2023
Q1 		$342K Buy
19,515
+1,025
+6% +$17.8K 0.02% 526
2022
Q4 		$317K Sell
18,490
-76,766
-81% -$1.31M 0.02% 513
2022
Q3 		$1.56M Sell
95,256
-3,018
-3% -$52.1K 0.11% 191
2022
Q2 		$1.67M Sell
98,274
-3,268
-3% -$57.4K 0.08% 230
2022
Q1 		$1.86M Buy
101,542
+52,568
+107% +$982K 0.08% 237
2021
Q4 		$951K Buy
48,974
+8
+0% +$155 0.04% 408
2021
Q3 		$954K Buy
48,966
+33,532
+217% +$656K 0.04% 396
2021
Q2 		$302K Sell
15,434
-735
-5% -$14.3K 0.01% 688
2021
Q1 		$314K Buy
16,169
+726
+5% +$14.1K 0.01% 778
2020
Q4 		$298K Buy
15,443
+10,559
+216% +$201K 0.01% 685
2020
Q3 		$89K Hold
4,884
– – ﹤0.01% 989
2020
Q2 		$88K Hold
4,884
– – ﹤0.01% 977
2020
Q1 		$80K Sell
4,884
-3,396
-41% -$62.8K 0.01% 922
2019
Q4 		$159K Buy
8,280
+608
+8% +$11.6K 0.01% 787
2019
Q3 		$145K Buy
7,672
+1,389
+22% +$26.4K 0.01% 763
2019
Q2 		$119K Buy
6,283
+3,510
+127% +$65.8K 0.01% 841
2019
Q1 		$51K Buy
2,773
+771
+39% +$14.2K ﹤0.01% 1129
2018
Q4 		$35K Buy
2,002
+580
+41% +$10.5K ﹤0.01% 1263
2018
Q3 		$26K Buy
1,422
+259
+22% +$4.79K ﹤0.01% 1462
2018
Q2 		$21K Buy
+1,163
New +$21.5K ﹤0.01% 1424

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

Geneos Wealth Management's IFLN Position: Q2 2026 in Review

Geneos Wealth Management reduced its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 38% in Q2 2026, selling an estimated $22.8K and leaving 2,000 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Geneos Wealth Management first reported a position in IFLN in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.19M in Q4 2024. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

  • Geneos Wealth Management held 2,000 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $36.6K as of Q2 2026.
  • Geneos Wealth Management sold 1,250 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2026, an estimated $22.8K.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1591 holding.
  • Geneos Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2018 and has held it in 33 quarters since.
  • Geneos Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $2.19M in Q4 2024.
  • 107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.