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

Seros Financial’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 Q1	–	Sell	-82,561	Closed	-$1.54M	–	62
2025 Q4	$1.54M	Buy	82,561 +13,125	+19%	+$244K	0.9%	18
2025 Q3	$1.29M	Buy	69,436 +16,904	+32%	+$312K	0.78%	20
2025 Q2	$970K	Buy	52,532 +866	+2%	+$15.7K	0.61%	22
2025 Q1	$933K	Sell	51,666 -3,407	-6%	-$62K	0.7%	23
2024 Q4	$990K	Buy	+55,073	New	+$1.01M	0.89%	21

Other funds holding IFLN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Seros Financial's IFLN Position: Q1 2026 in Review

Seros Financial sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2026, closing a stake of 82,561 shares — an estimated $1.54M sold.

Seros Financial first reported a position in IFLN in Q4 2024 and held it in 5 quarters. The position peaked at $1.54M in Q4 2025. 110 funds tracked by Wall St. Rank hold IFLN as of Q1 2026.

Seros Financial reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2026 after selling out during the quarter.
Seros Financial sold 82,561 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2026, an estimated $1.54M.
Seros Financial first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2024 and held it in 5 quarters.
Seros Financial's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $1.54M in Q4 2025.
110 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2026.

Based on Seros Financial's 13F filing for Q1 2026, filed 5 May 2026.