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

Moller Wealth Partners’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	–	Sell	-40,396	Closed	-$725K	–	77
2026 Q1	$725K	Sell	40,396 -11,156	-22%	-$206K	0.14%	39
2025 Q4	$959K	Sell	51,552 -441	-0.8%	-$8.19K	0.2%	37
2025 Q3	$966K	Buy	51,993 +112	+0.2%	+$2.07K	0.2%	37
2025 Q2	$958K	Buy	51,881 +19	+0%	+$344	0.21%	34
2025 Q1	$937K	Sell	51,862 -1,310	-2%	-$23.8K	0.23%	33
2024 Q4	$961K	Buy	53,172 +14,428	+37%	+$264K	0.25%	34
2024 Q3	$718K	Buy	38,744 +720	+2%	+$13.2K	0.18%	38
2024 Q2	$683K	Buy	38,024 +1,543	+4%	+$27.7K	0.18%	38
2024 Q1	$661K	Buy	36,481 +1,702	+5%	+$30.7K	0.18%	36
2023 Q4	$631K	Buy	+34,779	New	+$607K	0.18%	36
2023 Q1	–	Sell	-16,990	Closed	-$291K	–	50
2022 Q4	$291K	Buy	+16,990	New	+$289K	0.09%	41
2022 Q2	–	Sell	-25,500	Closed	-$468K	–	54
2022 Q1	$468K	Buy	25,500 +133	+0.5%	+$2.48K	0.15%	38
2021 Q4	$493K	Buy	25,367 +44	+0.2%	+$853	0.16%	37
2021 Q3	$493K	Buy	25,323 +43	+0.2%	+$841	0.16%	36
2021 Q2	$494K	Buy	25,280 +46	+0.2%	+$894	0.16%	36
2021 Q1	$488K	Buy	25,234 +51	+0.2%	+$987	0.17%	36
2020 Q4	$490K	Sell	25,183 -643,850	-96%	-$12.3M	0.2%	38
2020 Q3	$12.4M	Buy	669,033 +4,282	+0.6%	+$80K	5.56%	8
2020 Q2	$12M	Buy	664,751 +13,922	+2%	+$246K	5.26%	8
2020 Q1	$10.8M	Sell	650,829 -70,023	-10%	-$1.29M	5.58%	7
2019 Q4	$13.9M	Sell	720,852 -51,637	-7%	-$984K	6.15%	7
2019 Q3	$14.7M	Sell	772,489 -5,154	-0.7%	-$97.9K	7.11%	7
2019 Q2	$14.7M	Sell	777,643 -200,294	-20%	-$3.76M	7.55%	5
2019 Q1	$18.1M	Buy	977,937 +795,353	+436%	+$14.6M	8.13%	3
2018 Q4	$3.31M	Buy	182,584 +737	+0.4%	+$13.4K	2.16%	13
2018 Q3	$3.37M	Buy	181,847 +10,103	+6%	+$187K	1.48%	13
2018 Q2	$3.14M	Buy	171,744 +3,297	+2%	+$60.9K	1.22%	16
2018 Q1	$3.12M	Buy	168,447 +36,770	+28%	+$688K	1.35%	15
2017 Q4	$2.5M	Buy	131,677 +9,721	+8%	+$185K	0.95%	16
2017 Q3	$2.33M	Buy	121,956 +5,996	+5%	+$114K	0.89%	16
2017 Q2	$2.21M	Buy	115,960 +4,443	+4%	+$84.2K	0.93%	16
2017 Q1	$2.1M	Sell	111,517 -781,207	-88%	-$14.7M	0.92%	17
2016 Q4	$16.8M	Buy	892,724 +772,649	+643%	+$14.5M	8.28%	4
2016 Q3	$2.27M	Buy	120,075 +1,322	+1%	+$24.7K	1.04%	17
2016 Q2	$2.19M	Sell	118,753 -4,418	-4%	-$80.1K	1.07%	17
2016 Q1	$2.19M	Sell	123,171 -2,161	-2%	-$37.4K	1.29%	15
2015 Q4	$2.19M	Buy	125,332 +797	+0.6%	+$14.3K	1.2%	16
2015 Q3	$2.22M	Sell	124,535 -21,478	-15%	-$394K	2.05%	13
2015 Q2	$2.73M	Sell	146,013 -6,568	-4%	-$125K	1.24%	15
2015 Q1	$2.89M	Buy	152,581 +1,295	+0.9%	+$24.5K	1.34%	13
2014 Q4	$2.84M	Sell	151,286 -5,242	-3%	-$99.4K	1.41%	12
2014 Q3	$2.98M	Sell	156,528 -24,025	-13%	-$465K	1.41%	14
2014 Q2	$3.54M	Buy	180,553 +3,820	+2%	+$74.6K	1.61%	14
2014 Q1	$3.43M	Sell	176,733 -5,881	-3%	-$114K	1.75%	12
2013 Q4	$3.5M	Sell	182,614 -59,053	-24%	-$1.13M	1.88%	13
2013 Q3	$4.54M	Sell	241,667 -50,760	-17%	-$957K	2.86%	13
2013 Q2	$5.45M	Buy	+292,427	New	+$5.65M	3.98%	9

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

Moller Wealth Partners's IFLN Position: Q2 2026 in Review

Moller Wealth Partners sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2026, closing a stake of 40,396 shares — an estimated $725K sold.

Moller Wealth Partners first reported a position in IFLN in Q2 2013 and held it in 47 quarters. The position peaked at $18.1M in Q1 2019. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

Moller Wealth Partners reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2026 after selling out during the quarter.
Moller Wealth Partners sold 40,396 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2026, an estimated $725K.
Moller Wealth Partners first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2013 and held it in 47 quarters.
Moller Wealth Partners's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $18.1M in Q1 2019.
107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.