TCG
IFLN

Transcendent Capital Group’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Transcendent Capital Group’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
Q1 		– Sell
-1,702
Closed -$30.8K – 320
2024
Q4 		$30.8K Hold
1,702
– – 0.02% 239
2024
Q3 		$31.6K Hold
1,702
– – 0.02% 246
2024
Q2 		$30.6K Hold
1,702
– – 0.02% 232
2024
Q1 		$30.9K Hold
1,702
– – 0.02% 226
2023
Q4 		$30.9K Buy
+1,702
New +$29.7K 0.02% 188

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Transcendent Capital Group's IFLN Position: Q1 2025 in Review

Transcendent Capital Group sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2025, closing a stake of 1,702 shares — an estimated $30.8K sold.

Transcendent Capital Group first reported a position in IFLN in Q4 2023 and held it in 5 quarters. The position peaked at $31.6K in Q3 2024. 116 funds tracked by Wall St. Rank hold IFLN as of Q1 2025.

  • Transcendent Capital Group reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 1,702 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2025, an estimated $30.8K.
  • Transcendent Capital Group first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $31.6K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.