BWL
OMFL icon

Beacon Wealthcare LLC’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Beacon Wealthcare LLC’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 		$289K Hold
4,210
– – 0.09% 21
2026
Q1 		$253K Hold
4,210
– – 0.09% 21
2025
Q4 		$257K Hold
4,210
– – 0.09% 21
2025
Q3 		$254K Hold
4,210
– – 0.09% 21
2025
Q2 		$243K Hold
4,210
– – 0.09% 20
2025
Q1 		$224K Hold
4,210
– – 0.09% 20
2024
Q4 		$228K Hold
4,210
– – 0.09% 21
2024
Q3 		$223K Buy
+4,210
New +$215K 0.09% 23

Other funds holding OMFL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

Beacon Wealthcare LLC's OMFL Position: Q2 2026 in Review

Beacon Wealthcare LLC held its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) position steady in Q2 2026 at 4,210 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #21.

Beacon Wealthcare LLC first reported a position in OMFL in Q3 2024 and has held it in 8 quarters since. 106 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

  • Beacon Wealthcare LLC held 4,210 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $289K as of Q2 2026.
  • Beacon Wealthcare LLC left its Invesco Russell 1000 Dynamic Multifactor ETF share count unchanged in Q2 2026.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up 0.09% of Beacon Wealthcare LLC's portfolio in Q2 2026, its #21 holding.
  • Beacon Wealthcare LLC first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q3 2024 and has held it in 8 quarters since.
  • 106 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q2 2026, filed 1 Jul 2026.