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

HB 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
2025 Q1	–	Sell	-12,754	Closed	-$231K	–	1267
2024 Q4	$231K	Buy	12,754 +18	+0.1%	+$330	﹤0.01%	916
2024 Q3	$236K	Sell	12,736 -7	-0.1%	-$128	﹤0.01%	838
2024 Q2	$229K	Buy	12,743 +40	+0.3%	+$719	﹤0.01%	807
2024 Q1	$230K	Buy	12,703 +14	+0.1%	+$253	﹤0.01%	752
2023 Q4	$230K	Buy	12,689 +16	+0.1%	+$279	﹤0.01%	696
2023 Q3	$216K	Buy	12,673 +15	+0.1%	+$261	﹤0.01%	682
2023 Q2	$221K	Sell	12,658 -1,078	-8%	-$18.8K	﹤0.01%	644
2023 Q1	$241K	Buy	13,736 +21	+0.2%	+$364	﹤0.01%	609
2022 Q4	$235K	Buy	13,715 +20	+0.1%	+$340	﹤0.01%	595
2022 Q3	$225K	Sell	13,695 -4,325	-24%	-$74.7K	﹤0.01%	516
2022 Q2	$304K	Sell	18,020 -2,929	-14%	-$51.5K	0.01%	436
2022 Q1	$385K	Buy	20,949 +30	+0.1%	+$561	0.01%	393
2021 Q4	$406K	Buy	+20,919	New	+$405K	0.01%	341

Other funds holding IFLN

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

HB Wealth Management's IFLN Position: Q1 2025 in Review

HB Wealth Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2025, closing a stake of 12,754 shares — an estimated $231K sold.

HB Wealth Management first reported a position in IFLN in Q4 2021 and held it in 13 quarters. The position peaked at $406K in Q4 2021. 116 funds tracked by Wall St. Rank hold IFLN as of Q1 2025.

HB Wealth Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2025 after selling out during the quarter.
HB Wealth Management sold 12,754 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2025, an estimated $231K.
HB Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2021 and held it in 13 quarters.
HB Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $406K in Q4 2021.
116 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2025.

Based on HB Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.