Patriot Financial Group Insurance Agency’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-15,427	Closed	-$285K	–	562
2025 Q2	$285K	Hold	15,427	–	–	0.03%	416
2025 Q1	$279K	Buy	+15,427	New	+$281K	0.04%	392
2022 Q3	–	Sell	-1,950	Closed	-$33K	–	1516
2022 Q2	$33K	Hold	1,950	–	–	0.01%	866
2022 Q1	$36K	Hold	1,950	–	–	0.01%	884
2021 Q4	$38K	Hold	1,950	–	–	0.01%	976
2021 Q3	$38K	Buy	1,950 +1,167	+149%	+$22.8K	0.01%	968
2021 Q2	$15K	Hold	783	–	–	﹤0.01%	1302
2021 Q1	$15K	Buy	+783	New	+$15.2K	﹤0.01%	1216

Other funds holding IFLN

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Patriot Financial Group Insurance Agency's IFLN Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2025, closing a stake of 15,427 shares — an estimated $285K sold.

Patriot Financial Group Insurance Agency first reported a position in IFLN in Q1 2021 and held it in 8 quarters. The position peaked at $285K in Q2 2025. 108 funds tracked by Wall St. Rank hold IFLN as of Q3 2025.

Patriot Financial Group Insurance Agency reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2025 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 15,427 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2025, an estimated $285K.
Patriot Financial Group Insurance Agency first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2021 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $285K in Q2 2025.
108 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.