MBL Wealth’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

MBL Wealth’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	-380,269	Closed	-$7.07M	–	348
2025 Q4	$7.07M	Buy	380,269 +22,933	+6%	+$426K	0.57%	38
2025 Q3	$6.64M	Buy	357,336 +5,697	+2%	+$105K	0.58%	39
2025 Q2	$6.49M	Buy	351,639 +41	+0%	+$742	0.62%	35
2025 Q1	$6.35M	Sell	351,598 -1,093	-0.3%	-$19.9K	0.64%	31
2024 Q4	$6.38M	Buy	352,691 +9,185	+3%	+$168K	0.64%	34
2024 Q3	$6.37M	Sell	343,506 -3,682	-1%	-$67.4K	0.68%	33
2024 Q2	$6.24M	Buy	347,188 +36,783	+12%	+$661K	0.7%	34
2024 Q1	$5.63M	Sell	310,405 -3,965	-1%	-$71.6K	0.64%	35
2023 Q4	$5.7M	Buy	314,370 +13,795	+5%	+$241K	0.71%	29
2023 Q3	$5.13M	Sell	300,575 -5,916	-2%	-$103K	0.72%	29
2023 Q2	$5.36M	Buy	+306,491	New	+$5.34M	0.76%	31
2021 Q1	$219K	Hold	11,300	–	–	0.08%	144
2020 Q4	$220K	Buy	+11,300	New	+$215K	0.09%	116

Other funds holding IFLN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

MBL Wealth's IFLN Position: Q1 2026 in Review

MBL Wealth sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2026, closing a stake of 380,269 shares — an estimated $7.07M sold.

MBL Wealth first reported a position in IFLN in Q4 2020 and held it in 13 quarters. The position peaked at $7.07M in Q4 2025. 110 funds tracked by Wall St. Rank hold IFLN as of Q1 2026.

MBL Wealth reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2026 after selling out during the quarter.
MBL Wealth sold 380,269 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2026, an estimated $7.07M.
MBL Wealth first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2020 and held it in 13 quarters.
MBL Wealth's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $7.07M in Q4 2025.
110 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2026.

Based on MBL Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.