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Concurrent Investment Advisors’s Invesco International Developed Dynamic Multifactor ETF IMFL Stock Holding History

Concurrent Investment Advisors’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 		$9.41M Buy
297,565
+235,622
+380% +$7.6M 0.1% 216
2025
Q4 		$1.85M Buy
61,943
+30,294
+96% +$874K 0.02% 604
2025
Q3 		$876K Buy
31,649
+2,514
+9% +$69.1K 0.02% 695
2025
Q2 		$806K Buy
29,135
+8,963
+44% +$234K 0.02% 668
2025
Q1 		$496K Buy
+20,172
New +$499K 0.01% 756

Other funds holding IMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
LPL Financial
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
Jane Street
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 $515M AUM 27.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concurrent Investment Advisors's IMFL Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Invesco International Developed Dynamic Multifactor ETF (IMFL) stake by 380% in Q1 2026, buying an estimated $7.6M and bringing the position to 297,565 shares worth $9.41M. The position accounts for 0.1% of the portfolio, ranked #216.

Concurrent Investment Advisors first reported a position in IMFL in Q1 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold IMFL as of Q1 2026.

  • Concurrent Investment Advisors held 297,565 shares of Invesco International Developed Dynamic Multifactor ETF worth $9.41M as of Q1 2026.
  • Concurrent Investment Advisors bought 235,622 Invesco International Developed Dynamic Multifactor ETF shares in Q1 2026, an estimated $7.6M.
  • Invesco International Developed Dynamic Multifactor ETF made up 0.1% of Concurrent Investment Advisors's portfolio in Q1 2026, its #216 holding.
  • Concurrent Investment Advisors first reported a position in Invesco International Developed Dynamic Multifactor ETF in Q1 2025 and has held it in 5 quarters since.
  • 58 funds tracked by Wall St. Rank held Invesco International Developed Dynamic Multifactor ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.