Jones Financial Companies’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Jones Financial Companies’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	$458K	Buy	25,024 +34	+0.1%	+$621	﹤0.01%	2253
2026 Q1	$444K	Buy	24,990 +1,419	+6%	+$26.2K	﹤0.01%	2108
2025 Q4	$438K	Buy	23,571 +4,726	+25%	+$87.8K	﹤0.01%	1576
2025 Q3	$350K	Buy	18,845 +7,284	+63%	+$135K	﹤0.01%	1554
2025 Q2	$213K	Sell	11,561 -595	-5%	-$10.8K	﹤0.01%	1639
2025 Q1	$220K	Buy	12,156 +2,155	+22%	+$39.2K	﹤0.01%	1463
2024 Q4	$181K	Buy	10,001 +8,528	+579%	+$156K	﹤0.01%	1397
2024 Q3	$27.3K	Buy	1,473 +817	+125%	+$15K	﹤0.01%	1850
2024 Q2	$11.8K	Buy	+656	New	+$11.8K	﹤0.01%	1710

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

Jones Financial Companies's IFLN Position: Q2 2026 in Review

Jones Financial Companies increased its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 0.14% in Q2 2026, buying an estimated $621 and bringing the position to 25,024 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

Jones Financial Companies first reported a position in IFLN in Q2 2024 and has held it in 9 quarters since. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

Jones Financial Companies held 25,024 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $458K as of Q2 2026.
Jones Financial Companies bought 34 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2026, an estimated $621.
Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2253 holding.
Jones Financial Companies first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2024 and has held it in 9 quarters since.
107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.