Northwestern Mutual Wealth Management
IFLN

Northwestern Mutual Wealth Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Northwestern Mutual Wealth Management’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
Q2 		– Sell
-3
Closed -$54 – 3924
2025
Q1 		$54 Buy
+3
New +$55 ﹤0.01% 3570
2024
Q3 		– Sell
-116
Closed -$2.08K – 3789
2024
Q2 		$2.08K Buy
116
+59
+104% +$1.06K ﹤0.01% 3090
2024
Q1 		$1.03K Sell
57
-145
-72% -$2.62K ﹤0.01% 3176
2023
Q4 		$3.66K Buy
+202
New +$3.52K ﹤0.01% 2950
2023
Q2 		– Sell
-26
Closed -$455 – 3540
2023
Q1 		$455 Buy
+26
New +$451 ﹤0.01% 3115
2022
Q4 		– Sell
-131
Closed -$2K – 3440
2022
Q3 		$2K Buy
+131
New +$2.26K ﹤0.01% 2896
2021
Q3 		– Sell
-481
Closed -$9K – 3164
2021
Q2 		$9K Buy
+481
New +$9.34K ﹤0.01% 2475
2020
Q4 		– Sell
-494
Closed -$9K – 2826
2020
Q3 		$9K Buy
494
+179
+57% +$3.34K ﹤0.01% 2022
2020
Q2 		$6K Buy
+315
New +$5.58K ﹤0.01% 2043
2020
Q1 		– Sell
-121
Closed -$2K – 2706
2019
Q4 		$2K Buy
+121
New +$2.31K ﹤0.01% 2236
2019
Q2 		– Sell
-428
Closed -$8K – 2656
2019
Q1 		$8K Buy
+428
New +$7.88K ﹤0.01% 2019
2018
Q4 		– Sell
-178
Closed -$3K – 2591
2018
Q3 		$3K Buy
+178
New +$3.29K ﹤0.01% 2221
2018
Q1 		– Sell
-2,374
Closed -$45K – 2379
2017
Q4 		$45K Buy
2,374
+788
+50% +$15K ﹤0.01% 1192
2017
Q3 		$30K Sell
1,586
-13,414
-89% -$255K ﹤0.01% 1319
2017
Q2 		$285K Buy
+15,000
New +$284K ﹤0.01% 596
2016
Q3 		– Sell
-20
Closed – – 1151
2016
Q2 		$0 Sell
20
-256
-93% -$4.64K ﹤0.01% 2205
2016
Q1 		$5K Buy
+276
New +$4.78K ﹤0.01% 1647
2015
Q1 		– Sell
-104
Closed -$2K – 1743
2014
Q4 		$2K Sell
104
-3,511
-97% -$66.6K ﹤0.01% 1532
2014
Q3 		$69K Buy
+3,615
New +$70K ﹤0.01% 550

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 $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
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 $1.37T AUM 24.88% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Northwestern Mutual Wealth Management's IFLN Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2025, closing a stake of 3 shares — an estimated $54 sold.

Northwestern Mutual Wealth Management first reported a position in IFLN in Q3 2014 and held it in 19 quarters. The position peaked at $285K in Q2 2017. 112 funds tracked by Wall St. Rank hold IFLN as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 3 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2025, an estimated $54.
  • Northwestern Mutual Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2014 and held it in 19 quarters.
  • Northwestern Mutual Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $285K in Q2 2017.
  • 112 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.