NWWA
IFLN

New Wave Wealth Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-28
Closed -$506 – 528
2024
Q4 		$506 Buy
+28
New +$513 ﹤0.01% 666

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

New Wave Wealth Advisors's IFLN Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2025, closing a stake of 28 shares — an estimated $506 sold.

New Wave Wealth Advisors first reported a position in IFLN in Q4 2024 and held it in 1 quarter. The position peaked at $506 in Q4 2024. 116 funds tracked by Wall St. Rank hold IFLN as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 28 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2025, an estimated $506.
  • New Wave Wealth Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $506 in Q4 2024.
  • 116 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.