TWM
IFLN

TCFG Wealth Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

TCFG Wealth Management’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 		$225K Buy
12,443
+630
+5% +$11.6K 0.08% 240
2025
Q4 		$221K Sell
11,813
-630
-5% -$11.7K 0.09% 239
2025
Q3 		$232K Buy
12,443
+551
+5% +$10.2K 0.09% 229
2025
Q2 		$220K Buy
+11,892
New +$215K 0.1% 234

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

TCFG Wealth Management's IFLN Position: Q1 2026 in Review

TCFG Wealth Management increased its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 5.3% in Q1 2026, buying an estimated $11.6K and bringing the position to 12,443 shares worth $225K. The position accounts for 0.08% of the portfolio, ranked #240.

TCFG Wealth Management first reported a position in IFLN in Q2 2025 and has held it in 4 quarters since. The position peaked at $232K in Q3 2025. 110 funds tracked by Wall St. Rank hold IFLN as of Q1 2026.

  • TCFG Wealth Management held 12,443 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $225K as of Q1 2026.
  • TCFG Wealth Management bought 630 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2026, an estimated $11.6K.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.08% of TCFG Wealth Management's portfolio in Q1 2026, its #240 holding.
  • TCFG Wealth Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2025 and has held it in 4 quarters since.
  • TCFG Wealth Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $232K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.