Birchbrook’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Birchbrook’s Portfolio OMFS Stock Details OMFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.2K	Hold	228	–	–	0.01%	194
2026 Q2	$12.2K	Buy	+228	New	+$11.4K	0.01%	196

Other funds holding OMFS

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Birchbrook's OMFS Position: Q3 2026 in Review

Birchbrook held its Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) position steady in Q3 2026 at 228 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #194.

Birchbrook first reported a position in OMFS in Q2 2026 and has held it in 2 quarters since. The position peaked at $12.2K in Q2 2026. 7 funds tracked by Wall St. Rank hold OMFS as of Q3 2026.

Birchbrook held 228 shares of Invesco Russell 2000 Dynamic Multifactor ETF worth $11.2K as of Q3 2026.
Birchbrook left its Invesco Russell 2000 Dynamic Multifactor ETF share count unchanged in Q3 2026.
Invesco Russell 2000 Dynamic Multifactor ETF made up 0.01% of Birchbrook's portfolio in Q3 2026, its #194 holding.
Birchbrook first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q2 2026 and has held it in 2 quarters since.
Birchbrook's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $12.2K in Q2 2026.
7 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.