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EP Wealth Advisors’s Invesco International Developed Dynamic Multifactor ETF IMFL Stock Holding History

EP Wealth 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
Q2 		$162K Sell
4,718
-1,854
-28% -$62.4K ﹤0.01% 1567
2026
Q1 		$208K Buy
+6,572
New +$212K ﹤0.01% 1395
2025
Q2 		$265K Sell
9,591
-266
-3% -$6.93K ﹤0.01% 1090
2025
Q1 		$243K Sell
9,857
-6,403
-39% -$158K ﹤0.01% 1029
2024
Q4 		$382K Buy
+16,260
New +$398K ﹤0.01% 777

Other funds holding IMFL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
CWWM
Curry Webb Wealth Management Indianapolis, Indiana $241M AUM

EP Wealth Advisors's IMFL Position: Q2 2026 in Review

EP Wealth Advisors reduced its Invesco International Developed Dynamic Multifactor ETF (IMFL) stake by 28% in Q2 2026, selling an estimated $62.4K and leaving 4,718 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

EP Wealth Advisors first reported a position in IMFL in Q4 2024 and has held it in 5 quarters since. The position peaked at $382K in Q4 2024. 67 funds tracked by Wall St. Rank hold IMFL as of Q2 2026.

  • EP Wealth Advisors held 4,718 shares of Invesco International Developed Dynamic Multifactor ETF worth $162K as of Q2 2026.
  • EP Wealth Advisors sold 1,854 Invesco International Developed Dynamic Multifactor ETF shares in Q2 2026, an estimated $62.4K.
  • Invesco International Developed Dynamic Multifactor ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1567 holding.
  • EP Wealth Advisors first reported a position in Invesco International Developed Dynamic Multifactor ETF in Q4 2024 and has held it in 5 quarters since.
  • EP Wealth Advisors's Invesco International Developed Dynamic Multifactor ETF position peaked at $382K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held Invesco International Developed Dynamic Multifactor ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.