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Invesco INT Dvlp DYN Multi (IMFL)

CUSIP: 46138J437 | NYSE | 106 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Stewardship Advisors, LLC568,323
4.0% of portfolio›$19.0M
Ashton Thomas Securities, LLC520,347
1.8% of portfolio›$17.4M
Commonwealth Financial Services, LLC431,737
2.6% of portfolio›$14.4M
Total Clarity Wealth Management, Inc.238,647
1.5% of portfolio›$8.0M
Curry Webb Wealth Management LLC223,176
3.2% of portfolio›$7.7M
Avestar Capital, LLC187,278
0.5% of portfolio›$6.3M
Asset Allocation Strategies LLC138,302
0.7% of portfolio›$4.6M
MGO One Seven LLC77,606
0.0% of portfolio›$2.6M
Concurrent Investment Advisors, LLC76,550
0.0% of portfolio›$2.6M
Firethorn Wealth Partners, LLC69,601
0.7% of portfolio›$2.3M
Signal Advisors Wealth, LLC28,723
0.0% of portfolio›$959.9K
Kestra Advisory Services, LLC24,789
0.0% of portfolio›$828.4K
Liberty Atlantic Advisors LLC18,494
0.4% of portfolio›$618.1K
Flagship Harbor Advisors, LLC17,503
0.0% of portfolio›$584.9K
Sowell Financial Services LLC16,557
0.0% of portfolio›$553.3K
Simplicity Wealth,LLC16,220
0.0% of portfolio›$542.1K
WealthPlan Investment Management, LLC14,053
0.0% of portfolio›$469.7K
Farther Finance Advisors, LLC12,117
0.0% of portfolio›$404.9K
Meridian Financial Advisors, LLC12,100
0.2% of portfolio›$404.4K
Lunt Capital Management, Inc.11,066
0.1% of portfolio›$369.8K
VestGen Advisors, LLC10,782
0.0% of portfolio›$360.3K
Mascagni Wealth Management, Inc.9,166
0.2% of portfolio›$306.3K
IFP Advisors, Inc7,080
0.0% of portfolio›$236.6K
Capital Advisors, Ltd. LLC2,798
0.0% of portfolio›$94.0K
Private Trust Co NA2,591
0.0% of portfolio›$86.6K
Ashton Thomas Private Wealth, LLC2,451
0.0% of portfolio›$81.9K
Nova Financial LLC2,433
0.0% of portfolio›$81.3K
Creative Financial Designs Inc924
0.0% of portfolio›$30.9K
Capital Investment Advisory Services, LLC734
0.0% of portfolio›$24.5K
Cullen T Bankers, Inc.641
0.0% of portfolio›$21.4K
Concord Wealth Partners558
0.0% of portfolio›$18.6K
Align Financial, LLC290
0.0% of portfolio›$9.7K
CoreCap Advisors, LLC210
0.0% of portfolio›$7.0K
Compass Financial Management LLC123
0.0% of portfolio›$4.1K
Rydar Equities, Inc.93
0.0% of portfolio›$3.1K
StyleTurnoverLocationFiled
Stewardship Advisors, LLC
568,323$19.0M4.0%ETFMediumMount Joy, PA2026-10-20
Ashton Thomas Securities, LLC
520,347$17.4M1.8%ETFMediumRochester, NY2026-10-26
Commonwealth Financial Services, LLC
431,737$14.4M2.6%ETFMediumVienna, WV2026-10-20
Total Clarity Wealth Management, Inc.
238,647$8.0M1.5%ETFMediumSt. Charles, IL2026-10-26
Curry Webb Wealth Management LLC
223,176$7.7M3.2%ETFLowIndianapolis, IN2026-10-22
Avestar Capital, LLC
187,278$6.3M0.5%GrowthLowNew York, NY2026-10-28
Asset Allocation Strategies LLC
138,302$4.6M0.7%ETFMediumFarmington, MI2026-10-20
MGO One Seven LLC
77,606$2.6M0.0%GrowthLowBeachwood, OH2026-10-28
Concurrent Investment Advisors, LLC
76,550$2.6M0.0%GrowthMediumTampa, FL2026-10-16
Firethorn Wealth Partners, LLC
69,601$2.3M0.7%ETFLowAugusta, GA2026-10-14
Signal Advisors Wealth, LLC
28,723$959.9K0.0%ETFLowDetroit, MI2026-10-13
Kestra Advisory Services, LLC
24,789$828.4K0.0%CoreLowAustin, TX2026-11-02
Liberty Atlantic Advisors LLC
18,494$618.1K0.4%ETFLowOlympia, WA2026-10-14
Flagship Harbor Advisors, LLC
17,503$584.9K0.0%ETFMediumBoston, MA2026-10-26
Sowell Financial Services LLC
16,557$553.3K0.0%CoreLowNorth Little Rock, AR2026-10-23
Simplicity Wealth,LLC
16,220$542.1K0.0%ETFLowSummit, NJ2026-10-23
WealthPlan Investment Management, LLC
14,053$469.7K0.0%GrowthMediumOmaha, NE2026-10-15
Farther Finance Advisors, LLC
12,117$404.9K0.0%IndexLowSan Francisco, CA2026-10-08
Meridian Financial Advisors, LLC
12,100$404.4K0.2%ETFVery LowHolliston, MA2026-10-14
Lunt Capital Management, Inc.
11,066$369.8K0.1%ETFLowHolladay, UT2026-10-30
VestGen Advisors, LLC
10,782$360.3K0.0%GrowthMediumChicago, IL2026-10-27
Mascagni Wealth Management, Inc.
9,166$306.3K0.2%ETFLowClinton, MS2026-10-23
IFP Advisors, Inc
7,080$236.6K0.0%GrowthLowTampa, FL2026-10-16
Capital Advisors, Ltd. LLC
2,798$94.0K0.0%ETFLowShaker Heights, OH2026-10-27
Private Trust Co NA
2,591$86.6K0.0%CoreLowCleveland, OH2026-10-20
Ashton Thomas Private Wealth, LLC
2,451$81.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Nova Financial LLC
2,433$81.3K0.0%N/AN/ATucson, AZ2026-11-04
Creative Financial Designs Inc
924$30.9K0.0%ETFMediumKokomo, IN2026-11-04
Capital Investment Advisory Services, LLC
734$24.5K0.0%CoreMediumRaleigh, NC2026-10-30
Cullen T Bankers, Inc.
641$21.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Concord Wealth Partners
558$18.6K0.0%GrowthLowAbingdon, VA2026-11-02
Align Financial, LLC
290$9.7K0.0%ETFVery LowHermantown, MN2026-10-16
CoreCap Advisors, LLC
210$7.0K0.0%ETFMediumSouthfield, MI2026-10-08
Compass Financial Management LLC
123$4.1K0.0%CoreN/ATampa, FL2026-10-30
Rydar Equities, Inc.
93$3.1K0.0%CoreVery LowWeatherford, TX2026-10-13