Betterment LLC
OMFL icon

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

Betterment 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
2023
Q3 		– Sell
-4,527
Closed -$222K – 300
2023
Q2 		$222K Buy
+4,527
New +$215K ﹤0.01% 272
2023
Q1 		– Sell
-7,098
Closed -$305K – 271
2022
Q4 		$305K Buy
7,098
+664
+10% +$28.3K ﹤0.01% 222
2022
Q3 		$265K Hold
6,434
– – ﹤0.01% 214
2022
Q2 		$265K Buy
+6,434
New +$289K ﹤0.01% 214

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC's OMFL Position: Q3 2023 in Review

Betterment LLC sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q3 2023, closing a stake of 4,527 shares — an estimated $222K sold.

Betterment LLC first reported a position in OMFL in Q2 2022 and held it in 4 quarters. The position peaked at $305K in Q4 2022. 205 funds tracked by Wall St. Rank hold OMFL as of Q3 2023.

  • Betterment LLC reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q3 2023 after selling out during the quarter.
  • Betterment LLC sold 4,527 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q3 2023, an estimated $222K.
  • Betterment LLC first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q2 2022 and held it in 4 quarters.
  • Betterment LLC's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $305K in Q4 2022.
  • 205 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q3 2023.

Based on Betterment LLC's 13F filing for Q3 2023, filed 9 Nov 2023.