Institutional Ownership Invesco Ex Tr Self Indx Fd Tr (IMFL)
This table provides information about the institutional ownership of Invesco Ex Tr Self Indx Fd Tr (IMFL). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $469 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
13,408
shares
|
$368,451
0.0% of portfolio
|
Q2 2025
Reduced 47.38%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
13,333
shares
|
$366,390
0.02% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
11,066
shares
|
$304,093
0.12% of portfolio
|
Q4 2024
Reduced 42.84%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,591
shares
|
$263,560
0.0% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
7,998
shares
|
$219,785
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
7,882
shares
|
$216,597
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
7,085
shares
|
$194,695
0.09% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
6,900
shares
|
$189,612
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
4,868
shares
|
$133,772
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
3,137
shares
|
$86,204
0.02% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,798
shares
|
$76,889
0.01% of portfolio
|
Q3 2023
Reduced 42.52%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
2,448
shares
|
$67,271
0.01% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,421
shares
|
$39,049
0.0% of portfolio
|
Q2 2025
Added 1676.25%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
888
shares
|
$24,402
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
819
shares
|
$22,506
0.0% of portfolio
|
Q2 2025
Added 135.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
779
shares
|
$21,406
0.0% of portfolio
|
Q2 2025
Added 32.03%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
559
shares
|
$15,361
0.0% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
528
shares
|
$14,509
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
468
shares
|
$12,860
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
319
shares
|
$8,766
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
268
shares
|
$7,364
0.0% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
151
shares
|
$4,149
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
101
shares
|
$2,775
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
73
shares
|
$2,006
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2
shares
|
$54
0.0% of portfolio
|
Q1 2025
Added 100.0%
|