GM
IFLN

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

GeoWealth 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
Q1 		– Sell
-2,706
Closed -$48.9K – 1602
2024
Q4 		$48.9K Hold
2,706
– – ﹤0.01% 1173
2024
Q3 		$50.2K Buy
+2,706
New +$49.6K ﹤0.01% 1069

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

GeoWealth Management's IFLN Position: Q1 2025 in Review

GeoWealth Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2025, closing a stake of 2,706 shares — an estimated $48.9K sold.

GeoWealth Management first reported a position in IFLN in Q3 2024 and held it in 2 quarters. The position peaked at $50.2K in Q3 2024. 116 funds tracked by Wall St. Rank hold IFLN as of Q1 2025.

  • GeoWealth Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,706 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2025, an estimated $48.9K.
  • GeoWealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $50.2K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.