Action Point Financial Planning’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Action Point Financial Planning’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	$8.08K	Buy	+152	New	+$7.62K	﹤0.01%	1560

Other funds holding OMFS

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWIA

Solano Wealth Investment Advisors Fairfield, California $220M AUM 20.01% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Action Point Financial Planning's OMFS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q2 2026: 152 shares worth $8.08K. The stake represents ﹤0.01% of the portfolio and ranks #1560 among its holdings.

58 funds tracked by Wall St. Rank hold OMFS as of Q2 2026.

Action Point Financial Planning held 152 shares of Invesco Russell 2000 Dynamic Multifactor ETF worth $8.08K as of Q2 2026.
Invesco Russell 2000 Dynamic Multifactor ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco Russell 2000 Dynamic Multifactor ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1560 holding.
58 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.