NewSquare Capital’s Invesco International Developed Dynamic Multifactor ETF IMFL Stock Holding History

NewSquare Capital’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
2023 Q2	–	Sell	-98	Closed	-$2.29K	–	897
2023 Q1	$2.29K	Hold	98	–	–	﹤0.01%	559
2022 Q4	$2.05K	Buy	+98	New	+$1.93K	﹤0.01%	479

Other funds holding IMFL

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

MIA

Milestone Investment Advisors Middleton, Wisconsin $414M AUM 12.76% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

NewSquare Capital's IMFL Position: Q2 2023 in Review

NewSquare Capital sold out of Invesco International Developed Dynamic Multifactor ETF (IMFL) in Q2 2023, closing a stake of 98 shares — an estimated $2.29K sold.

NewSquare Capital first reported a position in IMFL in Q4 2022 and held it in 2 quarters. The position peaked at $2.29K in Q1 2023. 14 funds tracked by Wall St. Rank hold IMFL as of Q2 2023.

NewSquare Capital reported no remaining Invesco International Developed Dynamic Multifactor ETF position as of Q2 2023 after selling out during the quarter.
NewSquare Capital sold 98 Invesco International Developed Dynamic Multifactor ETF shares in Q2 2023, an estimated $2.29K.
NewSquare Capital first reported a position in Invesco International Developed Dynamic Multifactor ETF in Q4 2022 and held it in 2 quarters.
NewSquare Capital's Invesco International Developed Dynamic Multifactor ETF position peaked at $2.29K in Q1 2023.
14 funds tracked by Wall St. Rank held Invesco International Developed Dynamic Multifactor ETF as of Q2 2023.

Based on NewSquare Capital's 13F filing for Q2 2023, filed 3 Aug 2023.