AmeriFlex Group’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

AmeriFlex Group’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 Q1	$51.5K	Buy	1,138 +36	+3%	+$1.68K	0.03%	414
2025 Q4	$49K	Buy	+1,102	New	+$48.6K	0.03%	425
2025 Q2	–	Sell	-861	Closed	-$32.7K	–	1215
2025 Q1	$32.7K	Buy	+861	New	+$34K	0.01%	577

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

FCAS

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 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

SWIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

AmeriFlex Group's OMFS Position: Q1 2026 in Review

AmeriFlex Group increased its Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) stake by 3.3% in Q1 2026, buying an estimated $1.68K and bringing the position to 1,138 shares worth $51.5K. The position accounts for 0.03% of the portfolio, ranked #414.

AmeriFlex Group first reported a position in OMFS in Q1 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold OMFS as of Q1 2026.

AmeriFlex Group held 1,138 shares of Invesco Russell 2000 Dynamic Multifactor ETF worth $51.5K as of Q1 2026.
AmeriFlex Group bought 36 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q1 2026, an estimated $1.68K.
Invesco Russell 2000 Dynamic Multifactor ETF made up 0.03% of AmeriFlex Group's portfolio in Q1 2026, its #414 holding.
AmeriFlex Group first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q1 2025 and has held it in 3 quarters since.
55 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.