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Beaird Harris Wealth Management’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Beaird Harris 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
2026
Q2 		$141K Hold
2,051
– – 0.01% 174
2026
Q1 		$123K Hold
2,051
– – 0.01% 171
2025
Q4 		$125K Hold
2,051
– – 0.01% 169
2025
Q3 		$124K Hold
2,051
– – 0.01% 165
2025
Q2 		$119K Hold
2,051
– – 0.01% 168
2025
Q1 		$109K Hold
2,051
– – 0.01% 161
2024
Q4 		$111K Hold
2,051
– – 0.01% 164
2024
Q3 		$109K Hold
2,051
– – 0.01% 169
2024
Q2 		$108K Buy
+2,051
New +$109K 0.01% 159

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
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Beaird Harris Wealth Management's OMFL Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) position steady in Q2 2026 at 2,051 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #174.

Beaird Harris Wealth Management first reported a position in OMFL in Q2 2024 and has held it in 9 quarters since. 40 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

  • Beaird Harris Wealth Management held 2,051 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $141K as of Q2 2026.
  • Beaird Harris Wealth Management left its Invesco Russell 1000 Dynamic Multifactor ETF share count unchanged in Q2 2026.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Beaird Harris Wealth Management first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q2 2024 and has held it in 9 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.