American Portfolios Advisors’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

American Portfolios Advisors’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
2022 Q3	$4.74K	Hold	150	–	–	﹤0.01%	2841
2022 Q2	$5K	Hold	150	–	–	﹤0.01%	2825
2022 Q1	$5.83K	Hold	150	–	–	﹤0.01%	2889
2021 Q4	$6.31K	Hold	150	–	–	﹤0.01%	2806
2021 Q3	$5.95K	Hold	150	–	–	﹤0.01%	2779
2021 Q2	$6.23K	Hold	150	–	–	﹤0.01%	2726
2021 Q1	$5.91K	Hold	150	–	–	﹤0.01%	2635
2020 Q4	$4.94K	Hold	150	–	–	﹤0.01%	2420
2020 Q3	$3.56K	Hold	150	–	–	﹤0.01%	2405
2020 Q2	$3.43K	Hold	150	–	–	﹤0.01%	2363
2020 Q1	$2.89K	Hold	150	–	–	﹤0.01%	2273
2019 Q4	$4.36K	Hold	150	–	–	﹤0.01%	2339
2019 Q3	$4.05K	Hold	150	–	–	﹤0.01%	2267
2019 Q2	$4.03K	Hold	150	–	–	﹤0.01%	2249
2019 Q1	$3.91K	Hold	150	–	–	﹤0.01%	2178
2018 Q4	$3.48K	Hold	150	–	–	﹤0.01%	1983
2018 Q3	$4.18K	Hold	150	–	–	﹤0.01%	2061
2018 Q2	$4.07K	Hold	150	–	–	﹤0.01%	2044
2018 Q1	$3.8K	Buy	+150	New	+$3.87K	﹤0.01%	1965

Other funds holding OMFS

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

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

HFS

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

American Portfolios Advisors's OMFS Position: Q3 2022 in Review

American Portfolios Advisors held its Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) position steady in Q3 2022 at 150 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2841.

American Portfolios Advisors first reported a position in OMFS in Q1 2018 and has held it in 19 quarters since. The position peaked at $6.31K in Q4 2021. 34 funds tracked by Wall St. Rank hold OMFS as of Q3 2022.

American Portfolios Advisors held 150 shares of Invesco Russell 2000 Dynamic Multifactor ETF worth $4.74K as of Q3 2022.
American Portfolios Advisors left its Invesco Russell 2000 Dynamic Multifactor ETF share count unchanged in Q3 2022.
Invesco Russell 2000 Dynamic Multifactor ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2841 holding.
American Portfolios Advisors first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q1 2018 and has held it in 19 quarters since.
American Portfolios Advisors's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $6.31K in Q4 2021.
34 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.