SWA
IFLN

SOA Wealth Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

SOA Wealth Advisors’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 		$30.2K Hold
1,653
– – 0.01% 464
2026
Q1 		$29.7K Sell
1,653
-2,028
-55% -$37.4K 0.01% 444
2025
Q4 		$68.5K Buy
3,681
+29
+0.8% +$539 0.01% 320
2025
Q3 		$67.9K Buy
3,652
+27
+0.7% +$499 0.01% 338
2025
Q2 		$66.9K Buy
3,625
+26
+0.7% +$470 0.01% 318
2025
Q1 		$65K Sell
3,599
-49
-1% -$891 0.01% 303
2024
Q4 		$65.9K Buy
3,648
+29
+0.8% +$531 0.01% 295
2024
Q3 		$67.1K Sell
3,619
-289
-7% -$5.29K 0.01% 280
2024
Q2 		$70.2K Buy
3,908
+31
+0.8% +$557 0.01% 278
2024
Q1 		$70.3K Buy
3,877
+22
+0.6% +$397 0.01% 273
2023
Q4 		$69.9K Buy
3,855
+31
+0.8% +$541 0.02% 265
2023
Q3 		$65.3K Sell
3,824
-1,444
-27% -$25.1K 0.02% 259
2023
Q2 		$92.1K Sell
5,268
-9,782
-65% -$170K 0.02% 243
2023
Q1 		$264K Sell
15,050
-1,861
-11% -$32.3K 0.06% 134
2022
Q4 		$290K Sell
16,911
-924
-5% -$15.7K 0.08% 122
2022
Q3 		$293K Sell
17,835
-1,252
-7% -$21.6K 0.09% 115
2022
Q2 		$321K Sell
19,087
-37,296
-66% -$655K 0.09% 110
2022
Q1 		$1.03M Sell
56,383
-6,594
-10% -$123K 0.25% 68
2021
Q4 		$1.22M Sell
62,977
-8,744
-12% -$169K 0.3% 60
2021
Q3 		$1.4M Sell
71,721
-3,922
-5% -$76.7K 0.36% 58
2021
Q2 		$1.48M Sell
75,643
-38,387
-34% -$746K 0.38% 55
2021
Q1 		$2.21M Sell
114,030
-310
-0.3% -$6K 0.62% 43
2020
Q4 		$2.23M Buy
+114,340
New +$2.18M 0.61% 44

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
Blueline Advisors Exeter, New Hampshire $144M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SOA Wealth Advisors's IFLN Position: Q2 2026 in Review

SOA Wealth Advisors held its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) position steady in Q2 2026 at 1,653 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #464.

SOA Wealth Advisors first reported a position in IFLN in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.23M in Q4 2020. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

  • SOA Wealth Advisors held 1,653 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $30.2K as of Q2 2026.
  • SOA Wealth Advisors 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 SOA Wealth Advisors's portfolio in Q2 2026, its #464 holding.
  • SOA Wealth Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $2.23M in Q4 2020.
  • 107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.