WIM
IMFL icon

WealthPlan Investment Management’s Invesco International Developed Dynamic Multifactor ETF IMFL Stock Holding History

WealthPlan Investment Management’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 		$454K Buy
+14,343
New +$463K 0.03% 322

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

WealthPlan Investment Management's IMFL Position: Q1 2026 in Review

WealthPlan Investment Management opened a new position in Invesco International Developed Dynamic Multifactor ETF (IMFL) in Q1 2026: 14,343 shares worth $454K. The stake represents 0.03% of the portfolio and ranks #322 among its holdings.

58 funds tracked by Wall St. Rank hold IMFL as of Q1 2026.

  • WealthPlan Investment Management held 14,343 shares of Invesco International Developed Dynamic Multifactor ETF worth $454K as of Q1 2026.
  • Invesco International Developed Dynamic Multifactor ETF was a new WealthPlan Investment Management position in Q1 2026.
  • Invesco International Developed Dynamic Multifactor ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2026, its #322 holding.
  • 58 funds tracked by Wall St. Rank held Invesco International Developed Dynamic Multifactor ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.