HPC
IFLN

HM Payson & Co’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

HM Payson & Co’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
Q1 		– Sell
-8
Closed -$149 – 1194
2025
Q4 		$149 Buy
+8
New +$149 ﹤0.01% 1134
2018
Q4 		– Sell
-13,291
Closed -$246K – 269
2018
Q3 		$246K Hold
13,291
– – 0.01% 299
2018
Q2 		$243K Hold
13,291
– – 0.01% 307
2018
Q1 		$246K Hold
13,291
– – 0.01% 295
2017
Q4 		$252K Hold
13,291
– – 0.01% 308
2017
Q3 		$254K Hold
13,291
– – 0.01% 282
2017
Q2 		$253K Hold
13,291
– – 0.01% 296
2017
Q1 		$250K Buy
+13,291
New +$250K 0.01% 298

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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

HM Payson & Co's IFLN Position: Q1 2026 in Review

HM Payson & Co sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2026, closing a stake of 8 shares — an estimated $149 sold.

HM Payson & Co first reported a position in IFLN in Q1 2017 and held it in 8 quarters. The position peaked at $254K in Q3 2017. 110 funds tracked by Wall St. Rank hold IFLN as of Q1 2026.

  • HM Payson & Co reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2026 after selling out during the quarter.
  • HM Payson & Co sold 8 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2026, an estimated $149.
  • HM Payson & Co first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2017 and held it in 8 quarters.
  • HM Payson & Co's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $254K in Q3 2017.
  • 110 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.