Simplicity Wealth,Llc Invesco Ex Tr Self Indx Fd Tr Transaction History

Simplicity Wealth,Llc

$1.5 Billion
Q4 2025

A detailed history of Simplicity Wealth,Llc transactions in Invesco Ex Tr Self Indx Fd Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 8,741 shares of IMFL stock, worth $253,838. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,741

Holding current value

$253,838

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 30, 2026	BUY	$27.57 - $29.25 $240,989 - $255,674	8,741 New	8,741 $253,000

Others Institutions Holding IMFL

# of Institutions

Shares Held

17.5M

Call Options Held

Put Options Held

Invesco Ltd. Atlanta, GA

14.3M
Shares

$416 Million
0.07% of portfolio
Stewardship Advisors, LLC

572K
Shares

$16.6 Million
4.07% of portfolio
Ashton Thomas Securities, LLC Rochester, NY

381K
Shares

$11.1 Million
1.47% of portfolio
Geneos Wealth Management Inc.

351K
Shares

$10.2 Million
0.26% of portfolio
Private Advisor Group, LLC

337K
Shares

$9.78 Million
0.05% of portfolio

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About INVESCO EX TR SELF INDX FD TR

Ticker IMFL

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Simplicity Wealth,Llc Invesco Ex Tr Self Indx Fd Tr Transaction History