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 50 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $506 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,591
shares
|
$278,522
0.0% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
9,257
shares
|
$268,823
0.07% of portfolio
|
Q3 2025
Added 17.44%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
9,132
shares
|
$265,193
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
9,033
shares
|
$262,318
0.01% of portfolio
|
Q3 2025
Added 12.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
8,323
shares
|
$241,699
0.0% of portfolio
|
Q3 2025
Added 20.62%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
7,453
shares
|
$216,435
0.08% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
7,453
shares
|
$216,435
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5,084
shares
|
$147,639
0.0% of portfolio
|
Q2 2025
Added 206.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
4,868
shares
|
$141,366
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,793
shares
|
$110,148
0.0% of portfolio
|
Q3 2025
Added 166.92%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,160
shares
|
$91,766
0.0% of portfolio
|
Q3 2025
Added 498.48%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
3,072
shares
|
$89,210
0.02% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,969
shares
|
$86,219
0.0% of portfolio
|
Q3 2025
Reduced 63.23%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2,798
shares
|
$81,253
0.01% of portfolio
|
Q3 2023
Reduced 42.52%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
978
shares
|
$28,401
0.0% of portfolio
|
Q3 2025
Reduced 60.05%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
821
shares
|
$23,841
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
690
shares
|
$20,037
0.0% of portfolio
|
Q3 2025
Reduced 11.42%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
468
shares
|
$13,590
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
322
shares
|
$9,350
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
167
shares
|
$4,849
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
151
shares
|
$4,385
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
101
shares
|
$2,933
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
73
shares
|
$2,119
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|