Wagner Wealth Management (South Carolina)’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Wagner Wealth Management (South Carolina)’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	$649K	Sell	35,463 -1,112	-3%	-$20.3K	0.12%	81
2026 Q1	$656K	Sell	36,575 -7	-0%	-$129	0.13%	74
2025 Q4	$680K	Sell	36,582 -1,429	-4%	-$26.5K	0.14%	71
2025 Q3	$706K	Sell	38,011 -2,373	-6%	-$43.9K	0.16%	63
2025 Q2	$745K	Sell	40,384 -1,923	-5%	-$34.8K	0.17%	64
2025 Q1	$764K	Buy	42,307 +953	+2%	+$17.3K	0.19%	57
2024 Q4	$748K	Buy	41,354 +2,185	+6%	+$40K	0.19%	56
2024 Q3	$726K	Buy	39,169 +777	+2%	+$14.2K	0.2%	56
2024 Q2	$690K	Buy	38,392 +6,572	+21%	+$118K	0.21%	55
2024 Q1	$577K	Buy	+31,820	New	+$575K	0.18%	68
2018 Q3	–	Sell	-1,075	Closed	-$20K	–	723
2018 Q2	$20K	Hold	1,075	–	–	0.01%	317
2018 Q1	$20K	Hold	1,075	–	–	0.02%	294
2017 Q4	$20K	Buy	+1,075	New	+$20.4K	0.02%	306

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

Wagner Wealth Management (South Carolina)'s IFLN Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 3% in Q2 2026, selling an estimated $20.3K and leaving 35,463 shares worth $649K. The position accounts for 0.12% of the portfolio, ranked #81.

Wagner Wealth Management (South Carolina) first reported a position in IFLN in Q4 2017 and has held it in 13 quarters since. The position peaked at $764K in Q1 2025. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

Wagner Wealth Management (South Carolina) held 35,463 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $649K as of Q2 2026.
Wagner Wealth Management (South Carolina) sold 1,112 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2026, an estimated $20.3K.
Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.12% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #81 holding.
Wagner Wealth Management (South Carolina) first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2017 and has held it in 13 quarters since.
Wagner Wealth Management (South Carolina)'s Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $764K in Q1 2025.
107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.