Atria Investments’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Atria Investments’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	$526K	Buy	8,744 +2,293	+36%	+$143K	0.01%	1422
2025 Q4	$394K	Buy	6,451 +208	+3%	+$12.6K	﹤0.01%	1582
2025 Q3	$376K	Buy	6,243 +263	+4%	+$15.5K	﹤0.01%	1592
2025 Q2	$346K	Buy	+5,980	New	+$326K	﹤0.01%	1635
2024 Q4	–	Sell	-10,019	Closed	-$531K	–	1945
2024 Q3	$531K	Buy	10,019 +693	+7%	+$35.4K	0.01%	1287
2024 Q2	$490K	Buy	+9,326	New	+$495K	0.01%	1313
2022 Q2	–	Sell	-34,249	Closed	-$1.63M	–	841
2022 Q1	$1.63M	Sell	34,249 -11,224	-25%	-$526K	0.03%	646
2021 Q4	$2.31M	Buy	45,473 +3,275	+8%	+$161K	0.04%	507
2021 Q3	$1.95M	Buy	42,198 +18,483	+78%	+$871K	0.04%	541
2021 Q2	$1.11M	Buy	+23,715	New	+$1.1M	0.02%	720

Other funds holding OMFL

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Atria Investments's OMFL Position: Q1 2026 in Review

Atria Investments increased its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 36% in Q1 2026, buying an estimated $143K and bringing the position to 8,744 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #1422.

Atria Investments first reported a position in OMFL in Q2 2021 and has held it in 10 quarters since. The position peaked at $2.31M in Q4 2021. 262 funds tracked by Wall St. Rank hold OMFL as of Q1 2026.

Atria Investments held 8,744 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $526K as of Q1 2026.
Atria Investments bought 2,293 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2026, an estimated $143K.
Invesco Russell 1000 Dynamic Multifactor ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1422 holding.
Atria Investments first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q2 2021 and has held it in 10 quarters since.
Atria Investments's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $2.31M in Q4 2021.
262 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.