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 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Blueline Advisors Exeter, New Hampshire $144M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valley Wealth Managers's IFLN Position: Q2 2026 in Review

Valley Wealth Managers reduced its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 3.2% in Q2 2026, selling an estimated $25.8K and leaving 42,431 shares worth $776K. The position accounts for 0.04% of the portfolio, ranked #147.

Valley Wealth Managers first reported a position in IFLN in Q3 2023 and has held it in 12 quarters since. The position peaked at $849K in Q4 2024. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

Valley Wealth Managers held 42,431 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $776K as of Q2 2026.
Valley Wealth Managers sold 1,415 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2026, an estimated $25.8K.
Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.04% of Valley Wealth Managers's portfolio in Q2 2026, its #147 holding.
Valley Wealth Managers first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2023 and has held it in 12 quarters since.
Valley Wealth Managers's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $849K in Q4 2024.
107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.