RFP
IFLN

Root Financial Partners’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Root Financial Partners’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
-173
Closed -$3.21K – 2501
2025
Q3 		$3.21K Buy
+173
New +$3.2K ﹤0.01% 1864

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

Root Financial Partners's IFLN Position: Q4 2025 in Review

Root Financial Partners sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2025, closing a stake of 173 shares — an estimated $3.21K sold.

Root Financial Partners first reported a position in IFLN in Q3 2025 and held it in 1 quarter. The position peaked at $3.21K in Q3 2025. 117 funds tracked by Wall St. Rank hold IFLN as of Q4 2025.

  • Root Financial Partners reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 173 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2025, an estimated $3.21K.
  • Root Financial Partners first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $3.21K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.