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Andrew C. Karlinski’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Andrew C. Karlinski’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
2022
Q4 		– Sell
-18,604
Closed -$727K – 168
2022
Q3 		$727K Sell
18,604
-9,127
-33% -$387K 1.1% 28
2022
Q2 		$1.14M Buy
27,731
+10,299
+59% +$462K 1.68% 21
2022
Q1 		$830K Buy
17,432
+2,140
+14% +$100K 1.51% 19
2021
Q4 		$775K Buy
+15,292
New +$753K 1.42% 20

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

Andrew C. Karlinski's OMFL Position: Q4 2022 in Review

Andrew C. Karlinski sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q4 2022, closing a stake of 18,604 shares — an estimated $727K sold.

Andrew C. Karlinski first reported a position in OMFL in Q4 2021 and held it in 4 quarters. The position peaked at $1.14M in Q2 2022. 124 funds tracked by Wall St. Rank hold OMFL as of Q4 2022.

  • Andrew C. Karlinski reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 18,604 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q4 2022, an estimated $727K.
  • Andrew C. Karlinski first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2021 and held it in 4 quarters.
  • Andrew C. Karlinski's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $1.14M in Q2 2022.
  • 124 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.