SPIA
IFLN

Steward Partners Investment Advisory’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Steward Partners Investment Advisory’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 		$1.79K Hold
98
– – ﹤0.01% 4269
2026
Q1 		$1.76K Sell
98
-142
-59% -$2.62K ﹤0.01% 4090
2025
Q4 		$4.46K Hold
240
– – ﹤0.01% 3730
2025
Q3 		$4.46K Hold
240
– – ﹤0.01% 3689
2025
Q2 		$4.43K Hold
240
– – ﹤0.01% 3516
2025
Q1 		$4.33K Sell
240
-143
-37% -$2.6K ﹤0.01% 3417
2024
Q4 		$6.92K Hold
383
– – ﹤0.01% 3249
2024
Q3 		$7.1K Buy
383
+98
+34% +$1.79K ﹤0.01% 3076
2024
Q2 		$5.12K Hold
285
– – ﹤0.01% 3033
2024
Q1 		$5.17K Hold
285
– – ﹤0.01% 3037
2023
Q4 		$5.17K Sell
285
-12,332
-98% -$215K ﹤0.01% 2948
2023
Q3 		$215K Hold
12,617
– – ﹤0.01% 1252
2023
Q2 		$221K Sell
12,617
-1,643
-12% -$28.6K ﹤0.01% 1237
2023
Q1 		$250K Hold
14,260
– – ﹤0.01% 1187
2022
Q4 		$244K Hold
14,260
– – ﹤0.01% 1165
2022
Q3 		$234K Buy
14,260
+1,607
+13% +$27.8K ﹤0.01% 1139
2022
Q2 		$213K Sell
12,653
-715
-5% -$12.6K ﹤0.01% 1188
2022
Q1 		$246K Hold
13,368
– – ﹤0.01% 1217
2021
Q4 		$260K Hold
13,368
– – ﹤0.01% 1201
2021
Q3 		$260K Sell
13,368
-163
-1% -$3.19K ﹤0.01% 1159
2021
Q2 		$264K Sell
13,531
-3,930
-23% -$76.3K ﹤0.01% 1333
2021
Q1 		$338K Buy
17,461
+3,096
+22% +$59.9K 0.01% 1047
2020
Q4 		$279K Sell
14,365
-1,913
-12% -$36.4K 0.01% 941
2020
Q3 		$302K Buy
16,278
+347
+2% +$6.48K 0.01% 814
2020
Q2 		$288K Buy
15,931
+91
+0.6% +$1.61K 0.01% 768
2020
Q1 		$262K Sell
15,840
-5,445
-26% -$101K 0.01% 715
2019
Q4 		$409K Hold
21,285
– – 0.01% 678
2019
Q3 		$405K Sell
21,285
-1,397
-6% -$26.5K 0.01% 645
2019
Q2 		$429K Buy
22,682
+1,613
+8% +$30.3K 0.02% 596
2019
Q1 		$392K Sell
21,069
-3,191
-13% -$58.8K 0.02% 571
2018
Q4 		$428K Buy
24,260
+19,019
+363% +$345K 0.02% 524
2018
Q3 		$97K Buy
+5,241
New +$96.9K ﹤0.01% 942

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

Steward Partners Investment Advisory's IFLN Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) position steady in Q2 2026 at 98 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #4269.

Steward Partners Investment Advisory first reported a position in IFLN in Q3 2018 and has held it in 32 quarters since. The position peaked at $429K in Q2 2019. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

  • Steward Partners Investment Advisory held 98 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $1.79K as of Q2 2026.
  • Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's portfolio in Q2 2026, its #4269 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2018 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $429K in Q2 2019.
  • 107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.