Wealthspire Advisors (New York)’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Wealthspire Advisors (New York)’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 Q1	–	Sell	-31,269	Closed	-$582K	–	1058
2025 Q4	$582K	Hold	31,269	–	–	﹤0.01%	561
2025 Q3	$581K	Sell	31,269 -1,905	-6%	-$35.2K	﹤0.01%	498
2025 Q2	$612K	Sell	33,174 -2,324	-7%	-$42.1K	﹤0.01%	490
2025 Q1	$641K	Hold	35,498	–	–	﹤0.01%	464
2024 Q4	$642K	Buy	+35,498	New	+$650K	0.01%	452

Other funds holding IFLN

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Wealthspire Advisors (New York)'s IFLN Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2026, closing a stake of 31,269 shares — an estimated $582K sold.

Wealthspire Advisors (New York) first reported a position in IFLN in Q4 2024 and held it in 5 quarters. The position peaked at $642K in Q4 2024. 110 funds tracked by Wall St. Rank hold IFLN as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 31,269 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2026, an estimated $582K.
Wealthspire Advisors (New York) first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2024 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $642K in Q4 2024.
110 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.