LPL Financial
IFLN

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

LPL Financial’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 		$11.9M Sell
649,142
-202,936
-24% -$3.71M ﹤0.01% 1975
2026
Q1 		$15.3M Sell
852,078
-139,343
-14% -$2.57M ﹤0.01% 1666
2025
Q4 		$18.4M Buy
991,421
+50,851
+5% +$945K 0.01% 1461
2025
Q3 		$17.5M Buy
940,570
+15,814
+2% +$292K 0.01% 1452
2025
Q2 		$17.1M Buy
924,756
+79,637
+9% +$1.44M 0.01% 1365
2025
Q1 		$15.3M Buy
845,119
+58,750
+7% +$1.07M 0.01% 1328
2024
Q4 		$14.2M Buy
786,369
+35,212
+5% +$645K 0.01% 1288
2024
Q3 		$13.9M Sell
751,157
-44,786
-6% -$820K 0.01% 1248
2024
Q2 		$14.3M Buy
795,943
+66,872
+9% +$1.2M 0.01% 1145
2024
Q1 		$13.2M Buy
729,071
+125,121
+21% +$2.26M 0.01% 1150
2023
Q4 		$10.9M Buy
603,950
+49,884
+9% +$871K 0.01% 1194
2023
Q3 		$9.46M Buy
554,066
+18,607
+3% +$323K 0.01% 1193
2023
Q2 		$9.36M Buy
535,459
+3,487
+0.7% +$60.7K 0.01% 1177
2023
Q1 		$9.31M Buy
531,972
+78,048
+17% +$1.35M 0.01% 1127
2022
Q4 		$7.77M Buy
453,924
+109,038
+32% +$1.86M 0.01% 1183
2022
Q3 		$5.67M Buy
344,886
+17,413
+5% +$301K 0.01% 1299
2022
Q2 		$5.52M Buy
327,473
+6,803
+2% +$120K 0.01% 1324
2022
Q1 		$5.89M Sell
320,670
-413,129
-56% -$7.72M 0.01% 1340
2021
Q4 		$14.3M Sell
733,799
-110,181
-13% -$2.14M 0.01% 830
2021
Q3 		$16.4M Sell
843,980
-2,224
-0.3% -$43.5K 0.02% 710
2021
Q2 		$16.5M Buy
846,204
+113,662
+16% +$2.21M 0.02% 661
2021
Q1 		$14.2M Buy
732,542
+155,167
+27% +$3M 0.02% 677
2020
Q4 		$11.2M Buy
577,375
+372,517
+182% +$7.09M 0.01% 698
2020
Q3 		$3.8M Buy
204,858
+24,012
+13% +$449K 0.01% 1092
2020
Q2 		$3.27M Sell
180,846
-73,871
-29% -$1.31M 0.01% 1084
2020
Q1 		$4.22M Buy
254,717
+32,937
+15% +$609K 0.01% 816
2019
Q4 		$4.27M Buy
221,780
+25,929
+13% +$494K 0.01% 908
2019
Q3 		$3.73M Buy
195,851
+16,980
+9% +$322K 0.01% 924
2019
Q2 		$3.39M Sell
178,871
-7,222
-4% -$135K 0.01% 957
2019
Q1 		$3.47M Buy
186,093
+497
+0.3% +$9.15K 0.01% 913
2018
Q4 		$3.28M Sell
185,596
-34,801
-16% -$630K 0.01% 861
2018
Q3 		$4.08M Buy
220,397
+3,273
+2% +$60.5K 0.01% 831
2018
Q2 		$3.97M Buy
217,124
+588
+0.3% +$10.9K 0.01% 812
2018
Q1 		$4.01M Buy
216,536
+45,826
+27% +$857K 0.01% 788
2017
Q4 		$3.23M Buy
170,710
+10,453
+7% +$198K 0.01% 831
2017
Q3 		$3.06M Buy
160,257
+9,405
+6% +$179K 0.01% 798
2017
Q2 		$2.87M Buy
150,852
+4,399
+3% +$83.3K 0.01% 767
2017
Q1 		$2.76M Buy
146,453
+8,219
+6% +$155K 0.02% 672
2016
Q4 		$2.6M Buy
138,234
+6,453
+5% +$121K 0.02% 668
2016
Q3 		$2.48M Buy
131,781
+3,505
+3% +$65.6K 0.02% 658
2016
Q2 		$2.37M Sell
128,276
-787,999
-86% -$14.3M 0.02% 677
2016
Q1 		$16.3M Sell
916,275
-119,247
-12% -$2.06M 0.05% 313
2015
Q4 		$18M Buy
1,035,522
+491,797
+90% +$8.8M 0.05% 302
2015
Q3 		$9.78M Buy
543,725
+413,079
+316% +$7.58M 0.05% 297
2015
Q2 		$2.44M Sell
130,646
-4,036
-3% -$76.5K 0.01% 812
2015
Q1 		$2.55M Sell
134,682
-28,666
-18% -$543K 0.01% 802
2014
Q4 		$3.07M Sell
163,348
-643
-0.4% -$12.2K 0.02% 686
2014
Q3 		$3.13M Buy
163,991
+3,210
+2% +$62.1K 0.02% 646
2014
Q2 		$3.15M Sell
160,781
-11,240
-7% -$219K 0.02% 660
2014
Q1 		$3.34M Buy
172,021
+683
+0.4% +$13.2K 0.02% 591
2013
Q4 		$3.29M Buy
171,338
+1,640
+1% +$31.4K 0.02% 593
2013
Q3 		$3.22M Sell
169,698
-13,768
-8% -$260K 0.02% 568
2013
Q2 		$3.42M Buy
+183,466
New +$3.55M 0.02% 506

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial's IFLN Position: Q2 2026 in Review

LPL Financial reduced its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 24% in Q2 2026, selling an estimated $3.71M and leaving 649,142 shares worth $11.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

LPL Financial first reported a position in IFLN in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.4M in Q4 2025. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

  • LPL Financial held 649,142 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $11.9M as of Q2 2026.
  • LPL Financial sold 202,936 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2026, an estimated $3.71M.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1975 holding.
  • LPL Financial first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $18.4M in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.