Vontobel Holding
IFLN

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

Vontobel Holding’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 		$3.1M Sell
169,363
-468
-0.3% -$8.55K 0.01% 553
2026
Q1 		$3.05M Buy
169,831
+3,516
+2% +$64.9K 0.01% 454
2025
Q4 		$3.09M Sell
166,315
-1,546
-0.9% -$28.7K 0.01% 481
2025
Q3 		$3.12M Buy
167,861
+1,379
+0.8% +$25.5K 0.01% 464
2025
Q2 		$3.07M Sell
166,482
-42,385
-20% -$767K 0.01% 448
2025
Q1 		$3.77M Sell
208,867
-2,454
-1% -$44.6K 0.01% 358
2024
Q4 		$3.82M Buy
211,321
+5,940
+3% +$109K 0.01% 353
2024
Q3 		$3.81M Sell
205,381
-10,147
-5% -$186K 0.01% 362
2024
Q2 		$3.87M Buy
215,528
+7,159
+3% +$129K 0.01% 343
2024
Q1 		$3.78M Sell
208,369
-2,558
-1% -$46.2K 0.03% 355
2023
Q4 		$3.82M Sell
210,927
-21,030
-9% -$367K 0.03% 337
2023
Q3 		$3.96M Sell
231,957
-7,557
-3% -$131K 0.04% 327
2023
Q2 		$4.19M Sell
239,514
-6,323
-3% -$110K 0.04% 329
2023
Q1 		$4.3M Buy
245,837
+4,545
+2% +$78.8K 0.04% 303
2022
Q4 		$4.13M Sell
241,292
-12,372
-5% -$211K 0.04% 307
2022
Q3 		$4.17M Buy
+253,664
New +$4.38M 0.05% 286

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

Vontobel Holding's IFLN Position: Q2 2026 in Review

Vontobel Holding reduced its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 0.28% in Q2 2026, selling an estimated $8.55K and leaving 169,363 shares worth $3.1M. The position accounts for 0.01% of the portfolio, ranked #553.

Vontobel Holding first reported a position in IFLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.3M in Q1 2023. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

  • Vontobel Holding held 169,363 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $3.1M as of Q2 2026.
  • Vontobel Holding sold 468 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2026, an estimated $8.55K.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.01% of Vontobel Holding's portfolio in Q2 2026, its #553 holding.
  • Vontobel Holding first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2022 and has held it in 16 quarters since.
  • Vontobel Holding's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $4.3M in Q1 2023.
  • 107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.