IFWM
IFLN

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

Institute for 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 		$202 Buy
+11
New +$201 ﹤0.01% 1728
2020
Q1 		– Sell
-256
Closed -$5K – 593
2019
Q4 		$5K Buy
+256
New +$4.88K ﹤0.01% 637

Other funds holding IFLN

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Institute for Wealth Management's IFLN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2026: 11 shares worth $202. The stake represents ﹤0.01% of the portfolio and ranks #1728 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IFLN as recently as Q4 2019.

Institute for Wealth Management first reported a position in IFLN in Q4 2019 and has held it in 2 quarters since. The position peaked at $5K in Q4 2019. 54 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

  • Institute for Wealth Management held 11 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $202 as of Q2 2026.
  • Invesco Bloomberg Enhanced Fallen Angels ETF was a new Institute for Wealth Management position in Q2 2026.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1728 holding.
  • Institute for Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2019 and has held it in 2 quarters since.
  • Institute for Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $5K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.