Atria Investments’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Atria Investments’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
2024 Q4	–	Sell	-5,081	Closed	-$201K	–	1946
2024 Q3	$201K	Buy	+5,081	New	+$192K	﹤0.01%	1831

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

HFS

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

FCAS

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

SWIA

Solano Wealth Investment Advisors Fairfield, California $201M AUM 14.32% 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

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Atria Investments's OMFS Position: Q4 2024 in Review

Atria Investments sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q4 2024, closing a stake of 5,081 shares — an estimated $201K sold.

Atria Investments first reported a position in OMFS in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 59 funds tracked by Wall St. Rank hold OMFS as of Q4 2024.

Atria Investments reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q4 2024 after selling out during the quarter.
Atria Investments sold 5,081 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q4 2024, an estimated $201K.
Atria Investments first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q3 2024 and held it in 1 quarter.
Atria Investments's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $201K in Q3 2024.
59 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.