AWM
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Abound Wealth Management’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Abound Wealth Management’s Portfolio OMFS Stock Details OMFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-35
Closed -$1.58K – 1510
2026
Q1 		$1.58K Buy
+35
New +$1.64K ﹤0.01% 943

Other funds holding OMFS

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Abound Wealth Management's OMFS Position: Q2 2026 in Review

Abound Wealth Management sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q2 2026, closing a stake of 35 shares — an estimated $1.58K sold.

Abound Wealth Management first reported a position in OMFS in Q1 2026 and held it in 1 quarter. The position peaked at $1.58K in Q1 2026. 7 funds tracked by Wall St. Rank hold OMFS as of Q2 2026.

  • Abound Wealth Management reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 35 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $1.58K.
  • Abound Wealth Management first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q1 2026 and held it in 1 quarter.
  • Abound Wealth Management's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $1.58K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.