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Bartlett & Co Wealth Management’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Bartlett & Co Wealth Management’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
Q3 		– Sell
-23
Closed -$1.33K – 1258
2025
Q2 		$1.33K Hold
23
– – ﹤0.01% 1129
2025
Q1 		$1.23K Hold
23
– – ﹤0.01% 1105
2024
Q4 		$1.25K Hold
23
– – ﹤0.01% 1066
2024
Q3 		$1.22K Hold
23
– – ﹤0.01% 1071
2024
Q2 		$1.21K Hold
23
– – ﹤0.01% 1084
2024
Q1 		$1.27K Hold
23
– – ﹤0.01% 1063
2023
Q4 		$1.19K Buy
+23
New +$1.08K ﹤0.01% 1180

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APSPRSPT
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Morgan Stanley
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Bank of New York Mellon
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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
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