Abound Wealth Management’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Abound Wealth Management’s Portfolio OMFL Stock Details OMFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.8K	Buy	493 +37	+8%	+$2.46K	0.01%	282
2026 Q1	$27.4K	Buy	456 +139	+44%	+$8.65K	0.01%	338
2025 Q4	$19.4K	Hold	317	–	–	﹤0.01%	374
2025 Q3	$19.1K	Hold	317	–	–	﹤0.01%	366
2025 Q2	$18.3K	Hold	317	–	–	0.01%	348
2025 Q1	$16.9K	Hold	317	–	–	0.01%	322
2024 Q4	$17.2K	Buy	+317	New	+$17.3K	0.01%	303
2024 Q1	–	Sell	-19	Closed	-$977	–	1370
2023 Q4	$977	Buy	+19	New	+$896	﹤0.01%	782

Other funds holding OMFL

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return