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Sound Financial Strategies Group’s Invesco International Developed Dynamic Multifactor ETF IMFL Stock Holding History

Sound Financial Strategies Group’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
2024
Q4 		– Sell
-9,633
Closed -$246K – 96
2024
Q3 		$246K Sell
9,633
-32
-0.3% -$810 0.2% 78
2024
Q2 		$239K Buy
+9,665
New +$245K 0.21% 77

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
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 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

Sound Financial Strategies Group's IMFL Position: Q4 2024 in Review

Sound Financial Strategies Group sold out of Invesco International Developed Dynamic Multifactor ETF (IMFL) in Q4 2024, closing a stake of 9,633 shares — an estimated $246K sold.

Sound Financial Strategies Group first reported a position in IMFL in Q2 2024 and held it in 2 quarters. The position peaked at $246K in Q3 2024. 40 funds tracked by Wall St. Rank hold IMFL as of Q4 2024.

  • Sound Financial Strategies Group reported no remaining Invesco International Developed Dynamic Multifactor ETF position as of Q4 2024 after selling out during the quarter.
  • Sound Financial Strategies Group sold 9,633 Invesco International Developed Dynamic Multifactor ETF shares in Q4 2024, an estimated $246K.
  • Sound Financial Strategies Group first reported a position in Invesco International Developed Dynamic Multifactor ETF in Q2 2024 and held it in 2 quarters.
  • Sound Financial Strategies Group's Invesco International Developed Dynamic Multifactor ETF position peaked at $246K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Invesco International Developed Dynamic Multifactor ETF as of Q4 2024.

Based on Sound Financial Strategies Group's 13F filing for Q4 2024, filed 6 Feb 2025.