Advisornet Financial’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Advisornet Financial’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
2024 Q4	–	Sell	-875	Closed	-$34.6K	–	2182
2024 Q3	$34.6K	Hold	875	–	–	﹤0.01%	1026
2024 Q2	$31.8K	Hold	875	–	–	﹤0.01%	963
2024 Q1	$33K	Hold	875	–	–	﹤0.01%	935
2023 Q4	$34K	Sell	875 -551	-39%	-$19.2K	﹤0.01%	929
2023 Q3	$48.4K	Hold	1,426	–	–	﹤0.01%	797
2023 Q2	$51.7K	Buy	+1,426	New	+$49.6K	﹤0.01%	803

Other funds holding OMFS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

SWIA

Solano Wealth Investment Advisors Fairfield, California $201M AUM 14.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Advisornet Financial's OMFS Position: Q4 2024 in Review

Advisornet Financial sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q4 2024, closing a stake of 875 shares — an estimated $34.6K sold.

Advisornet Financial first reported a position in OMFS in Q2 2023 and held it in 6 quarters. The position peaked at $51.7K in Q2 2023. 59 funds tracked by Wall St. Rank hold OMFS as of Q4 2024.

Advisornet Financial reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 875 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q4 2024, an estimated $34.6K.
Advisornet Financial first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q2 2023 and held it in 6 quarters.
Advisornet Financial's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $51.7K in Q2 2023.
59 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.