WP
IFLN

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

WealthShield Partners’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 		– Sell
-58,780
Closed -$1.05M – 540
2026
Q1 		$1.05M Buy
58,780
+540
+0.9% +$9.96K 0.12% 179
2025
Q4 		$1.07M Buy
58,240
+753
+1% +$14K 0.12% 172
2025
Q3 		$1.07M Buy
57,487
+310
+0.5% +$5.73K 0.12% 171
2025
Q2 		$1.06M Buy
57,177
+3,450
+6% +$62.4K 0.13% 171
2025
Q1 		$970K Sell
53,727
-115
-0.2% -$2.09K 0.12% 167
2024
Q4 		$973K Sell
53,842
-740
-1% -$13.5K 0.14% 152
2024
Q3 		$1.01M Buy
54,582
+1,365
+3% +$25K 0.14% 155
2024
Q2 		$956K Sell
53,217
-437
-0.8% -$7.85K 0.15% 150
2024
Q1 		$973K Buy
53,654
+406
+0.8% +$7.33K 0.16% 144
2023
Q4 		$965K Sell
53,248
-3,924
-7% -$68.5K 0.16% 146
2023
Q3 		$976K Buy
57,172
+1,162
+2% +$20.2K 0.15% 152
2023
Q2 		$979K Buy
56,010
+1,285
+2% +$22.4K 0.15% 147
2023
Q1 		$958K Buy
54,725
+2,550
+5% +$44.2K 0.15% 152
2022
Q4 		$893K Buy
52,175
+1,856
+4% +$31.6K 0.17% 141
2022
Q3 		$827K Buy
50,319
+2,997
+6% +$51.8K 0.16% 145
2022
Q2 		$797K Buy
47,322
+1,856
+4% +$32.6K 0.16% 153
2022
Q1 		$835K Buy
+45,466
New +$850K 0.13% 172
2021
Q3 		– Sell
-1,682
Closed -$33K – 587
2021
Q2 		$33K Hold
1,682
– – 0.01% 563
2021
Q1 		$33K Buy
+1,682
New +$32.6K 0.01% 551
2020
Q4 		– Sell
-1,682
Closed -$31K – 370
2020
Q3 		$31K Hold
1,682
– – 0.01% 321
2020
Q2 		$30K Hold
1,682
– – 0.01% 271
2020
Q1 		$28K Hold
1,682
– – 0.02% 206
2019
Q4 		$32K Sell
1,682
-215
-11% -$4.1K 0.02% 224
2019
Q3 		$36K Buy
+1,897
New +$36K 0.02% 209
2019
Q2 		– Sell
-1,944
Closed -$36K – 267
2019
Q1 		$36K Hold
1,944
– – 0.02% 201
2018
Q4 		$34K Hold
1,944
– – 0.02% 173
2018
Q3 		$36K Buy
+1,944
New +$35.9K 0.02% 176

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

WealthShield Partners's IFLN Position: Q2 2026 in Review

WealthShield Partners sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2026, closing a stake of 58,780 shares — an estimated $1.05M sold.

WealthShield Partners first reported a position in IFLN in Q3 2018 and held it in 27 quarters. The position peaked at $1.07M in Q4 2025. 107 funds tracked by Wall St. Rank hold IFLN as of Q2 2026.

  • WealthShield Partners reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 58,780 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2026, an estimated $1.05M.
  • WealthShield Partners first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2018 and held it in 27 quarters.
  • WealthShield Partners's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $1.07M in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.