UBS Group
IFLN

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

UBS 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
2026
Q2 		$1.14M Sell
62,362
-41,738
-40% -$762K ﹤0.01% 5613
2026
Q1 		$1.87M Buy
104,100
+63,277
+155% +$1.17M ﹤0.01% 5034
2025
Q4 		$759K Sell
40,823
-3,677
-8% -$68.3K ﹤0.01% 5803
2025
Q3 		$827K Buy
44,500
+845
+2% +$15.6K ﹤0.01% 5721
2025
Q2 		$806K Sell
43,655
-17,635
-29% -$319K ﹤0.01% 5623
2025
Q1 		$1.11M Sell
61,290
-1,438
-2% -$26.2K ﹤0.01% 5195
2024
Q4 		$1.13M Sell
62,728
-256
-0.4% -$4.69K ﹤0.01% 5206
2024
Q3 		$1.17M Sell
62,984
-16,072
-20% -$294K ﹤0.01% 4517
2024
Q2 		$1.42M Sell
79,056
-5,591
-7% -$100K ﹤0.01% 4097
2024
Q1 		$1.53M Buy
84,647
+231
+0.3% +$4.17K ﹤0.01% 4203
2023
Q4 		$1.53M Buy
84,416
+1,472
+2% +$25.7K ﹤0.01% 4094
2023
Q3 		$1.42M Sell
82,944
-10,641
-11% -$185K ﹤0.01% 3782
2023
Q2 		$1.64M Buy
93,585
+7,475
+9% +$130K ﹤0.01% 3725
2023
Q1 		$1.51M Buy
86,110
+776
+0.9% +$13.5K ﹤0.01% 3715
2022
Q4 		$1.46M Sell
85,334
-26,052
-23% -$443K ﹤0.01% 3702
2022
Q3 		$1.83M Sell
111,386
-232,355
-68% -$4.01M ﹤0.01% 3235
2022
Q2 		$5.79M Buy
343,741
+5,108
+2% +$89.8K ﹤0.01% 2244
2022
Q1 		$6.22M Buy
338,633
+108
+0% +$2.02K ﹤0.01% 2333
2021
Q4 		$6.57M Sell
338,525
-10,839
-3% -$210K ﹤0.01% 2545
2021
Q3 		$6.81M Buy
349,364
+36,543
+12% +$715K ﹤0.01% 2362
2021
Q2 		$6.11M Buy
312,821
+4,229
+1% +$82.2K ﹤0.01% 2481
2021
Q1 		$5.97M Sell
308,592
-29,506
-9% -$571K ﹤0.01% 2420
2020
Q4 		$6.57M Buy
338,098
+5,126
+2% +$97.6K ﹤0.01% 2192
2020
Q3 		$6.17M Sell
332,972
-4,127
-1% -$77.1K ﹤0.01% 2005
2020
Q2 		$6.1M Sell
337,099
-128,355
-28% -$2.27M ﹤0.01% 1890
2020
Q1 		$7.72M Sell
465,454
-288,057
-38% -$5.32M ﹤0.01% 1585
2019
Q4 		$14.5M Buy
753,511
+105,780
+16% +$2.02M 0.01% 1622
2019
Q3 		$12.3M Buy
647,731
+8,201
+1% +$156K ﹤0.01% 1599
2019
Q2 		$12.1M Sell
639,530
-39,832
-6% -$747K ﹤0.01% 1603
2019
Q1 		$12.7M Sell
679,362
-193,565
-22% -$3.56M 0.01% 1483
2018
Q4 		$15.4M Buy
872,927
+141,899
+19% +$2.57M 0.01% 1264
2018
Q3 		$13.5M Buy
731,028
+6,974
+1% +$129K 0.01% 1521
2018
Q2 		$13.2M Buy
724,054
+9,725
+1% +$180K 0.01% 1496
2018
Q1 		$13.2M Sell
714,329
-74,311
-9% -$1.39M 0.01% 1461
2017
Q4 		$14.9M Buy
788,640
+18,791
+2% +$357K 0.01% 1393
2017
Q3 		$14.7M Sell
769,849
-34,988
-4% -$665K 0.01% 1317
2017
Q2 		$15.3M Buy
804,837
+14,109
+2% +$267K 0.01% 1217
2017
Q1 		$14.9M Sell
790,728
-45,435
-5% -$855K 0.01% 1217
2016
Q4 		$15.7M Buy
836,163
+2,353
+0.3% +$44K 0.01% 1178
2016
Q3 		$15.7M Buy
833,810
+146,246
+21% +$2.74M 0.01% 1119
2016
Q2 		$12.7M Sell
687,564
-11,377
-2% -$206K 0.01% 1221
2016
Q1 		$12.4M Buy
698,941
+6,173
+0.9% +$107K 0.01% 1183
2015
Q4 		$12.1M Sell
692,768
-277,820
-29% -$4.97M 0.01% 1275
2015
Q3 		$17.3M Sell
970,588
-208,746
-18% -$3.83M 0.01% 990
2015
Q2 		$22M Buy
1,179,334
+217,372
+23% +$4.12M 0.01% 924
2015
Q1 		$18.2M Buy
961,962
+29,368
+3% +$556K 0.01% 1026
2014
Q4 		$17.5M Buy
+932,594
New +$17.7M 0.01% 1085

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 Group's IFLN Position: Q2 2026 in Review

UBS Group reduced its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 40% in Q2 2026, selling an estimated $762K and leaving 62,362 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #5613.

UBS Group first reported a position in IFLN in Q4 2014 and has held it in 47 quarters since. The position peaked at $22M in Q2 2015. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

  • UBS Group held 62,362 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $1.14M as of Q2 2026.
  • UBS Group sold 41,738 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2026, an estimated $762K.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5613 holding.
  • UBS Group first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $22M in Q2 2015.
  • 107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

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