Richard W. Paul & Associates’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Richard W. Paul & Associates’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	$13K	Hold	712	–	–	﹤0.01%	218
2026 Q1	$12.8K	Hold	712	–	–	﹤0.01%	216
2025 Q4	$13.2K	Hold	712	–	–	﹤0.01%	213
2025 Q3	$13.2K	Hold	712	–	–	﹤0.01%	215
2025 Q2	$13.1K	Hold	712	–	–	﹤0.01%	236
2025 Q1	$12.9K	Hold	712	–	–	0.01%	231
2024 Q4	$12.9K	Hold	712	–	–	﹤0.01%	292
2024 Q3	$13.2K	Hold	712	–	–	﹤0.01%	291
2024 Q2	$12.8K	Hold	712	–	–	﹤0.01%	292
2024 Q1	$12.9K	Sell	712 -24	-3%	-$433	0.01%	302
2023 Q4	$13.3K	Hold	736	–	–	0.01%	282
2023 Q3	$12.6K	Hold	736	–	–	0.01%	278
2023 Q2	$12.9K	Hold	736	–	–	0.01%	296
2023 Q1	$12.9K	Hold	736	–	–	0.01%	301
2022 Q4	$12.6K	Buy	+736	New	+$12.5K	0.01%	301

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

Richard W. Paul & Associates's IFLN Position: Q2 2026 in Review

Richard W. Paul & Associates held its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) position steady in Q2 2026 at 712 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Richard W. Paul & Associates first reported a position in IFLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.3K in Q4 2023. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

Richard W. Paul & Associates held 712 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $13K as of Q2 2026.
Richard W. Paul & Associates left its Invesco Bloomberg Enhanced Fallen Angels ETF share count unchanged in Q2 2026.
Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #218 holding.
Richard W. Paul & Associates first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2022 and has held it in 15 quarters since.
Richard W. Paul & Associates's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $13.3K in Q4 2023.
107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.