Concord Wealth Partners’s Invesco International Developed Dynamic Multifactor ETF IMFL Stock Holding History

Concord Wealth Partners’s Portfolio IMFL Stock Details IMFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-978	Closed	-$29.1K	–	481
2025 Q4	$29.1K	Hold	978	–	–	﹤0.01%	396
2025 Q3	$27.1K	Sell	978 -1,470	-60%	-$40.4K	﹤0.01%	417
2025 Q2	$67.8K	Buy	2,448 +123	+5%	+$3.21K	0.01%	303
2025 Q1	$57.2K	Sell	2,325 -246	-10%	-$6.08K	0.01%	302
2024 Q4	$60.4K	Buy	2,571 +1,224	+91%	+$29.9K	0.01%	301
2024 Q3	$34.3K	Buy	+1,347	New	+$34.1K	0.01%	387

Other funds holding IMFL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CWWM

Curry Webb Wealth Management Indianapolis, Indiana $212M AUM

TCWM

Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

Concord Wealth Partners's IMFL Position: Q1 2026 in Review

Concord Wealth Partners sold out of Invesco International Developed Dynamic Multifactor ETF (IMFL) in Q1 2026, closing a stake of 978 shares — an estimated $29.1K sold.

Concord Wealth Partners first reported a position in IMFL in Q3 2024 and held it in 6 quarters. The position peaked at $67.8K in Q2 2025. 58 funds tracked by Wall St. Rank hold IMFL as of Q1 2026.

Concord Wealth Partners reported no remaining Invesco International Developed Dynamic Multifactor ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 978 Invesco International Developed Dynamic Multifactor ETF shares in Q1 2026, an estimated $29.1K.
Concord Wealth Partners first reported a position in Invesco International Developed Dynamic Multifactor ETF in Q3 2024 and held it in 6 quarters.
Concord Wealth Partners's Invesco International Developed Dynamic Multifactor ETF position peaked at $67.8K in Q2 2025.
58 funds tracked by Wall St. Rank held Invesco International Developed Dynamic Multifactor ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.