AC
OMFL icon

Apella Capital’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Apella Capital’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
Q2 		$1.87M Sell
27,151
-327
-1% -$21.7K 0.03% 277
2026
Q1 		$1.79M Sell
27,478
-1,448
-5% -$90.2K 0.03% 273
2025
Q4 		$1.77M Sell
28,926
-234
-0.8% -$14.1K 0.03% 211
2025
Q3 		$1.73M Sell
29,160
-3,388
-10% -$199K 0.04% 192
2025
Q2 		$1.88M Sell
32,548
-621
-2% -$33.9K 0.05% 170
2025
Q1 		$1.73M Sell
33,169
-580
-2% -$32K 0.06% 145
2024
Q4 		$1.83M Sell
33,749
-2,071
-6% -$113K 0.07% 123
2024
Q3 		$1.89M Sell
35,820
-110
-0.3% -$5.62K 0.08% 111
2024
Q2 		$1.85M Sell
35,930
-1,101
-3% -$58.5K 0.08% 105
2024
Q1 		$2.01M Sell
37,031
-15
-0% -$771 0.1% 95
2023
Q4 		$1.85M Sell
37,046
-4,895
-12% -$231K 0.1% 97
2023
Q3 		$1.92M Sell
41,941
-350
-0.8% -$17K 0.14% 87
2023
Q2 		$2.07M Buy
+42,291
New +$2M 0.15% 80
2022
Q4 		$1.84M Sell
42,905
-4,100
-9% -$175K 0.17% 75
2022
Q3 		$1.84M Sell
47,005
-170
-0.4% -$7.21K 0.21% 67
2022
Q2 		$1.94M Buy
47,175
+915
+2% +$41.1K 0.23% 65
2022
Q1 		$2.2M Sell
46,260
-7,235
-14% -$339K 0.31% 52
2021
Q4 		$2.71M Sell
53,495
-58,996
-52% -$2.91M 0.35% 49
2021
Q3 		$5.21M Buy
112,491
+15,767
+16% +$743K 0.75% 36
2021
Q2 		$4.52M Buy
+96,724
New +$4.48M 0.74% 35

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BWP
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FEG
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FD
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WFPG
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DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return