Lido Advisors
IFLN

Lido Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Lido Advisors’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 		$1.38M Sell
75,657
-1,414
-2% -$25.8K ﹤0.01% 951
2026
Q1 		$1.38M Sell
77,071
-722
-0.9% -$13.3K ﹤0.01% 833
2025
Q4 		$1.45M Hold
77,793
– – ﹤0.01% 836
2025
Q3 		$1.45M Buy
77,793
+490
+0.6% +$9.06K ﹤0.01% 790
2025
Q2 		$1.43M Buy
77,303
+20,016
+35% +$362K 0.01% 703
2025
Q1 		$1.03M Sell
57,287
-2,931
-5% -$53.3K ﹤0.01% 766
2024
Q4 		$1.09M Sell
60,218
-1,061
-2% -$19.4K 0.01% 734
2024
Q3 		$1.14M Sell
61,279
-738
-1% -$13.5K 0.01% 661
2024
Q2 		$1.11M Sell
62,017
-964
-2% -$17.3K 0.01% 622
2024
Q1 		$1.14M Sell
62,981
-4,626
-7% -$83.5K 0.01% 600
2023
Q4 		$1.23M Sell
67,607
-50,764
-43% -$886K 0.01% 540
2023
Q3 		$2.02M Sell
118,371
-10,137
-8% -$176K 0.02% 380
2023
Q2 		$2.25M Sell
128,508
-9,906
-7% -$172K 0.02% 345
2023
Q1 		$2.42M Buy
138,414
+4,305
+3% +$74.7K 0.02% 306
2022
Q4 		$2.3M Sell
134,109
-3,867
-3% -$65.8K 0.03% 274
2022
Q3 		$2.27M Buy
137,976
+159
+0.1% +$2.75K 0.03% 244
2022
Q2 		$2.32M Buy
137,817
+3,655
+3% +$64.2K 0.03% 214
2022
Q1 		$2.46M Buy
134,162
+5,611
+4% +$105K 0.03% 234
2021
Q4 		$2.5M Buy
128,551
+2,600
+2% +$50.4K 0.03% 238
2021
Q3 		$2.45M Buy
125,951
+12,939
+11% +$253K 0.03% 244
2021
Q2 		$2.21M Buy
113,012
+10,144
+10% +$197K 0.03% 250
2021
Q1 		$1.99M Buy
102,868
+731
+0.7% +$14.2K 0.03% 225
2020
Q4 		$1.99M Sell
102,137
-1,344
-1% -$25.6K 0.04% 216
2020
Q3 		$1.92M Sell
103,481
-1,074
-1% -$20.1K 0.05% 170
2020
Q2 		$1.89M Sell
104,555
-3,745
-3% -$66.3K 0.06% 164
2020
Q1 		$1.8M Buy
108,300
+8,150
+8% +$151K 0.08% 143
2019
Q4 		$1.93M Buy
100,150
+5,788
+6% +$110K 0.08% 149
2019
Q3 		$1.8M Buy
94,362
+3,800
+4% +$72.2K 0.09% 137
2019
Q2 		$1.72M Sell
90,562
-450
-0.5% -$8.44K 0.1% 125
2019
Q1 		$1.7M Buy
91,012
+31,680
+53% +$583K 0.11% 119
2018
Q4 		$1.05M Buy
59,332
+4,671
+9% +$84.6K 0.1% 123
2018
Q3 		$1.01M Buy
54,661
+3,450
+7% +$63.8K 0.1% 122
2018
Q2 		$936K Buy
51,211
+4,641
+10% +$85.7K 0.11% 120
2018
Q1 		$862K Buy
46,570
+8,727
+23% +$163K 0.12% 115
2017
Q4 		$717K Buy
37,843
+19,734
+109% +$375K 0.1% 109
2017
Q3 		$344K Buy
18,109
+3,609
+25% +$68.6K 0.05% 190
2017
Q2 		$276K Buy
14,500
+755
+5% +$14.3K 0.06% 194
2017
Q1 		$260K Buy
+13,745
New +$259K 0.07% 186

Other funds holding IFLN

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

Lido Advisors's IFLN Position: Q2 2026 in Review

Lido Advisors reduced its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 1.8% in Q2 2026, selling an estimated $25.8K and leaving 75,657 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Lido Advisors first reported a position in IFLN in Q1 2017 and has held it in 38 quarters since. The position peaked at $2.5M in Q4 2021. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

  • Lido Advisors held 75,657 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $1.38M as of Q2 2026.
  • Lido Advisors sold 1,414 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2026, an estimated $25.8K.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #951 holding.
  • Lido Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2017 and has held it in 38 quarters since.
  • Lido Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $2.5M in Q4 2021.
  • 107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.