UBS AM
IFLN

UBS AM’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

UBS AM’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 		$35.6K Sell
1,946
-1,768
-48% -$32.3K ﹤0.01% 3009
2026
Q1 		$66.6K Sell
3,714
-1,611
-30% -$29.7K ﹤0.01% 2907
2025
Q4 		$99K Buy
+5,325
New +$98.9K ﹤0.01% 2532
2019
Q4 		– Sell
-375,893
Closed -$7.15M – 2744
2019
Q3 		$7.15M Buy
375,893
+530
+0.1% +$10.1K ﹤0.01% 1074
2019
Q2 		$7.11M Sell
375,363
-6,317
-2% -$119K 0.01% 1068
2019
Q1 		$7.12M Sell
381,680
-51,477
-12% -$948K 0.01% 1032
2018
Q4 		$7.65M Sell
433,157
-53,449
-11% -$968K 0.01% 945
2018
Q3 		$9.02M Sell
486,606
-18,678
-4% -$345K 0.01% 960
2018
Q2 		$9.24M Sell
505,284
-7,846
-2% -$145K 0.01% 966
2018
Q1 		$9.5M Buy
513,130
+33,301
+7% +$623K 0.01% 945
2017
Q4 		$9.09M Buy
479,829
+10,537
+2% +$200K 0.01% 942
2017
Q3 		$8.95M Sell
469,292
-94,404
-17% -$1.79M 0.01% 927
2017
Q2 		$10.7M Sell
563,696
-187,871
-25% -$3.56M 0.01% 889
2017
Q1 		$14.1M Sell
751,567
-225,094
-23% -$4.24M 0.01% 816
2016
Q4 		$18.4M Buy
+976,661
New +$18.3M 0.02% 709
2016
Q3 		– Hold
0
– – – 695
2016
Q2 		– Hold
0
– – – 687
2016
Q1 		– Hold
0
– – – 685
2015
Q4 		– Hold
0
– – – 694

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

UBS AM's IFLN Position: Q2 2026 in Review

UBS AM reduced its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 48% in Q2 2026, selling an estimated $32.3K and leaving 1,946 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3009.

UBS AM first reported a position in IFLN in Q4 2016 and has held it in 15 quarters since. The position peaked at $18.4M in Q4 2016. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

  • UBS AM held 1,946 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $35.6K as of Q2 2026.
  • UBS AM sold 1,768 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2026, an estimated $32.3K.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3009 holding.
  • UBS AM first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2016 and has held it in 15 quarters since.
  • UBS AM's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $18.4M in Q4 2016.
  • 107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.