GWWM
IFLN icon

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

Great Waters 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
Q3 		$843K Buy
48,358
+789
+2% +$14.3K 0.08% 50
2026
Q2 		$870K Sell
47,569
-962
-2% -$17.6K 0.08% 51
2026
Q1 		$871K Sell
48,531
-98
-0.2% -$1.81K 0.09% 44
2025
Q4 		$905K Buy
48,629
+1,599
+3% +$29.7K 0.1% 44
2025
Q3 		$874K Buy
47,030
+1,283
+3% +$23.7K 0.1% 45
2025
Q2 		$844K Sell
45,747
-741
-2% -$13.4K 0.11% 45
2025
Q1 		$840K Sell
46,488
-482
-1% -$8.77K 0.12% 46
2024
Q4 		$849K Sell
46,970
-1,477
-3% -$27K 0.11% 46
2024
Q3 		$898K Sell
48,447
-3,653
-7% -$66.9K 0.12% 45
2024
Q2 		$936K Sell
52,100
-616
-1% -$11.1K 0.14% 44
2024
Q1 		$956K Sell
52,716
-343
-0.6% -$6.19K 0.16% 43
2023
Q4 		$956K Sell
53,059
-9,030
-15% -$158K 0.17% 43
2023
Q3 		$1.05M Sell
62,089
-1,554
-2% -$27K 0.21% 39
2023
Q2 		$1.11M Sell
63,643
-5,024
-7% -$87.5K 0.22% 40
2023
Q1 		$1.2M Sell
68,667
-3,769
-5% -$65.4K 0.25% 38
2022
Q4 		$1.27M Buy
+72,436
New +$1.23M 0.27% 36

Other funds holding IFLN

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Great Waters Wealth Management's IFLN Position: Q3 2026 in Review

Great Waters Wealth Management increased its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 1.7% in Q3 2026, buying an estimated $14.3K and bringing the position to 48,358 shares worth $843K. The position accounts for 0.08% of the portfolio, ranked #50.

Great Waters Wealth Management first reported a position in IFLN in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.27M in Q4 2022. 5 funds tracked by Wall St. Rank hold IFLN as of Q3 2026.

  • Great Waters Wealth Management held 48,358 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $843K as of Q3 2026.
  • Great Waters Wealth Management bought 789 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2026, an estimated $14.3K.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.08% of Great Waters Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Great Waters Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2022 and has held it in 16 quarters since.
  • Great Waters Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $1.27M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.