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

Advocacy Wealth Management Services’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
Q1 		$2.96M Hold
49,298
– – 0.13% 69
2025
Q4 		$3.01M Buy
49,298
+473
+1% +$28.6K 0.13% 75
2025
Q3 		$2.94M Buy
48,825
+2,022
+4% +$119K 0.13% 72
2025
Q2 		$2.7M Hold
46,803
– – 0.17% 43
2025
Q1 		$2.5M Hold
46,803
– – 0.17% 46
2024
Q4 		$2.54M Hold
46,803
– – 0.19% 39
2024
Q3 		$2.48M Hold
46,803
– – 0.19% 33
2024
Q2 		$2.46M Sell
46,803
-5,097
-10% -$271K 0.2% 33
2024
Q1 		$2.87M Buy
51,900
+30,022
+137% +$1.54M 0.25% 33
2023
Q4 		$1.12M Buy
+21,878
New +$1.03M 0.11% 41

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BL
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return