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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 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 $515M AUM 27.37% 1-Year Est. Return

EP Wealth Advisors's IMFL Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Invesco International Developed Dynamic Multifactor ETF (IMFL) in Q1 2026: 6,572 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1395 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in IMFL as recently as Q2 2025.

EP Wealth Advisors first reported a position in IMFL in Q4 2024 and has held it in 4 quarters since. The position peaked at $382K in Q4 2024. 58 funds tracked by Wall St. Rank hold IMFL as of Q1 2026.

EP Wealth Advisors held 6,572 shares of Invesco International Developed Dynamic Multifactor ETF worth $208K as of Q1 2026.
Invesco International Developed Dynamic Multifactor ETF was a new EP Wealth Advisors position in Q1 2026.
Invesco International Developed Dynamic Multifactor ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1395 holding.
EP Wealth Advisors first reported a position in Invesco International Developed Dynamic Multifactor ETF in Q4 2024 and has held it in 4 quarters since.
EP Wealth Advisors's Invesco International Developed Dynamic Multifactor ETF position peaked at $382K in Q4 2024.
58 funds tracked by Wall St. Rank held Invesco International Developed Dynamic Multifactor ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.