VWM
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Valley Wealth Managers’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Valley Wealth Managers’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
Q3 		$1.14M Buy
65,139
+22,708
+54% +$411K 0.06% 136
2026
Q2 		$776K Sell
42,431
-1,415
-3% -$25.8K 0.04% 147
2026
Q1 		$787K Buy
43,846
+1,841
+4% +$34K 0.05% 141
2025
Q4 		$781K Buy
42,005
+2,305
+6% +$42.8K 0.05% 142
2025
Q3 		$738K Buy
39,700
+1,408
+4% +$26K 0.05% 138
2025
Q2 		$707K Sell
38,292
-1,967
-5% -$35.6K 0.05% 140
2025
Q1 		$727K Sell
40,259
-6,719
-14% -$122K 0.06% 137
2024
Q4 		$849K Buy
46,978
+4,629
+11% +$84.7K 0.06% 133
2024
Q3 		$785K Buy
42,349
+5,010
+13% +$91.8K 0.06% 136
2024
Q2 		$671K Sell
37,339
-161
-0.4% -$2.89K 0.05% 144
2024
Q1 		$680K Sell
37,500
-3,188
-8% -$57.6K 0.05% 134
2023
Q4 		$738K Buy
40,688
+5,369
+15% +$93.7K 0.06% 130
2023
Q3 		$603K Buy
+35,319
New +$614K 0.05% 139

Other funds holding IFLN

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Valley Wealth Managers's IFLN Position: Q3 2026 in Review

Valley Wealth Managers increased its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 54% in Q3 2026, buying an estimated $411K and bringing the position to 65,139 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #136.

Valley Wealth Managers first reported a position in IFLN in Q3 2023 and has held it in 13 quarters since. 5 funds tracked by Wall St. Rank hold IFLN as of Q3 2026.

  • Valley Wealth Managers held 65,139 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $1.14M as of Q3 2026.
  • Valley Wealth Managers bought 22,708 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2026, an estimated $411K.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.06% of Valley Wealth Managers's portfolio in Q3 2026, its #136 holding.
  • Valley Wealth Managers first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2023 and has held it in 13 quarters since.
  • 5 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.