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

Golden State 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	$15.6K	Sell	854 -168	-16%	-$3.07K	﹤0.01%	1000
2026 Q1	$18.3K	Buy	1,022 +10	+1%	+$185	﹤0.01%	932
2025 Q4	$18.8K	Buy	1,012 +14	+1%	+$260	﹤0.01%	934
2025 Q3	$18.6K	Sell	998 -51	-5%	-$943	﹤0.01%	930
2025 Q2	$19.4K	Buy	1,049 +14	+1%	+$253	﹤0.01%	893
2025 Q1	$18.7K	Buy	+1,035	New	+$18.8K	﹤0.01%	817

Other funds holding IFLN

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

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

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

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Blueline Advisors Exeter, New Hampshire $144M AUM

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

Golden State Wealth Management's IFLN Position: Q2 2026 in Review

Golden State Wealth Management reduced its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 16% in Q2 2026, selling an estimated $3.07K and leaving 854 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Golden State Wealth Management first reported a position in IFLN in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.4K in Q2 2025. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

Golden State Wealth Management held 854 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $15.6K as of Q2 2026.
Golden State Wealth Management sold 168 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2026, an estimated $3.07K.
Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1000 holding.
Golden State Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2025 and has held it in 6 quarters since.
Golden State Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $19.4K in Q2 2025.
107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.