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

Atria Wealth Solutions’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
2025 Q2	$477K	Sell	8,264 -523	-6%	-$28.5K	0.01%	933
2025 Q1	$468K	Sell	8,787 -1,333	-13%	-$73.5K	0.01%	1231
2024 Q4	$549K	Sell	10,120 -757	-7%	-$41.2K	0.01%	1226
2024 Q3	$576K	Sell	10,877 -184,931	-94%	-$9.45M	0.01%	1172
2024 Q2	$10.3M	Sell	195,808 -14,241	-7%	-$756K	0.11%	186
2024 Q1	$11.6M	Buy	210,049 +34,512	+20%	+$1.78M	0.13%	167
2023 Q4	$9.02M	Buy	175,537 +166,284	+1,797%	+$7.85M	0.11%	184
2023 Q3	$424K	Buy	9,253 +802	+9%	+$38.9K	0.01%	1212
2023 Q2	$414K	Sell	8,451 -203	-2%	-$9.62K	0.01%	1248
2023 Q1	$402K	Buy	8,654 +23	+0.3%	+$1.05K	0.01%	1264
2022 Q4	$371K	Sell	8,631 -777	-8%	-$33.2K	0.01%	1241
2022 Q3	$367K	Sell	9,408 -1,388	-13%	-$58.9K	0.01%	1184
2022 Q2	$445K	Sell	10,796 -304	-3%	-$13.7K	0.01%	1032
2022 Q1	$528K	Buy	+11,100	New	+$520K	0.01%	1045

Other funds holding OMFL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Atria Wealth Solutions's OMFL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 6% in Q2 2025, selling an estimated $28.5K and leaving 8,264 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #933.

Atria Wealth Solutions first reported a position in OMFL in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.6M in Q1 2024. 265 funds tracked by Wall St. Rank hold OMFL as of Q2 2025.

Atria Wealth Solutions held 8,264 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $477K as of Q2 2025.
Atria Wealth Solutions sold 523 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q2 2025, an estimated $28.5K.
Invesco Russell 1000 Dynamic Multifactor ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #933 holding.
Atria Wealth Solutions first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $11.6M in Q1 2024.
265 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.