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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
Q2 		$502K Buy
14,612
+269
+2% +$9.06K 0.02% 318
2026
Q1 		$454K Buy
+14,343
New +$463K 0.03% 322

Other funds holding IMFL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
CWWM
Curry Webb Wealth Management Indianapolis, Indiana $241M AUM

WealthPlan Investment Management's IMFL Position: Q2 2026 in Review

WealthPlan Investment Management increased its Invesco International Developed Dynamic Multifactor ETF (IMFL) stake by 1.9% in Q2 2026, buying an estimated $9.06K and bringing the position to 14,612 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #318.

WealthPlan Investment Management first reported a position in IMFL in Q1 2026 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold IMFL as of Q2 2026.

  • WealthPlan Investment Management held 14,612 shares of Invesco International Developed Dynamic Multifactor ETF worth $502K as of Q2 2026.
  • WealthPlan Investment Management bought 269 Invesco International Developed Dynamic Multifactor ETF shares in Q2 2026, an estimated $9.06K.
  • Invesco International Developed Dynamic Multifactor ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #318 holding.
  • WealthPlan Investment Management first reported a position in Invesco International Developed Dynamic Multifactor ETF in Q1 2026 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Invesco International Developed Dynamic Multifactor ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.