PS
IFLN

Principal Securities’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Principal Securities’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
Q4 		– Sell
-571
Closed -$10.6K – 2906
2025
Q3 		$10.6K Buy
571
+8
+1% +$148 ﹤0.01% 2691
2025
Q2 		$10.4K Sell
563
-14
-2% -$253 ﹤0.01% 2600
2025
Q1 		$10.4K Hold
577
– – ﹤0.01% 2503
2024
Q4 		$10.4K Buy
577
+11
+2% +$201 ﹤0.01% 2499
2024
Q3 		$10.5K Sell
566
-1
-0.2% -$18 ﹤0.01% 2421
2024
Q2 		$10.2K Buy
567
+8
+1% +$144 ﹤0.01% 2384
2024
Q1 		$10.1K Buy
559
+7
+1% +$126 ﹤0.01% 2328
2023
Q4 		$10K Buy
+552
New +$9.63K ﹤0.01% 2237

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 1-Year Est. Return

Principal Securities's IFLN Position: Q4 2025 in Review

Principal Securities sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2025, closing a stake of 571 shares — an estimated $10.6K sold.

Principal Securities first reported a position in IFLN in Q4 2023 and held it in 8 quarters. The position peaked at $10.6K in Q3 2025. 117 funds tracked by Wall St. Rank hold IFLN as of Q4 2025.

  • Principal Securities reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 571 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2025, an estimated $10.6K.
  • Principal Securities first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $10.6K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.