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Sequent Planning’s Invesco International Developed Dynamic Multifactor ETF IMFL Stock Holding History

Sequent Planning’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 		$1,000K Sell
31,595
-805
-2% -$26K 0.24% 87
2025
Q4 		$965K Buy
32,400
+3,366
+12% +$97.1K 0.25% 86
2025
Q3 		$804K Buy
29,034
+2,647
+10% +$72.7K 0.23% 93
2025
Q2 		$730K Buy
26,387
+1,020
+4% +$26.6K 0.23% 72
2025
Q1 		$624K Buy
25,367
+525
+2% +$13K 0.22% 71
2024
Q4 		$583K Buy
24,842
+1,439
+6% +$35.2K 0.21% 79
2024
Q3 		$597K Buy
+23,403
New +$593K 0.21% 83

Other funds holding IMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 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
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 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 $426M AUM 23.62% 1-Year Est. Return

Sequent Planning's IMFL Position: Q1 2026 in Review

Sequent Planning reduced its Invesco International Developed Dynamic Multifactor ETF (IMFL) stake by 2.5% in Q1 2026, selling an estimated $26K and leaving 31,595 shares worth $1,000K. The position accounts for 0.24% of the portfolio, ranked #87.

Sequent Planning first reported a position in IMFL in Q3 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold IMFL as of Q1 2026.

  • Sequent Planning held 31,595 shares of Invesco International Developed Dynamic Multifactor ETF worth $1,000K as of Q1 2026.
  • Sequent Planning sold 805 Invesco International Developed Dynamic Multifactor ETF shares in Q1 2026, an estimated $26K.
  • Invesco International Developed Dynamic Multifactor ETF made up 0.24% of Sequent Planning's portfolio in Q1 2026, its #87 holding.
  • Sequent Planning first reported a position in Invesco International Developed Dynamic Multifactor ETF in Q3 2024 and has held it in 7 quarters since.
  • 58 funds tracked by Wall St. Rank held Invesco International Developed Dynamic Multifactor ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.