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BKM Wealth Management’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

BKM Wealth Management’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
2024
Q1 		– Sell
-1,422
Closed -$55.2K – 436
2023
Q4 		$55.2K Buy
+1,422
New +$49.5K 0.02% 248

Other funds holding OMFS

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
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
SWM
Solano Wealth Management Fairfield, California $183M AUM 14.53% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BKM Wealth Management's OMFS Position: Q1 2024 in Review

BKM Wealth Management sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q1 2024, closing a stake of 1,422 shares — an estimated $55.2K sold.

BKM Wealth Management first reported a position in OMFS in Q4 2023 and held it in 1 quarter. The position peaked at $55.2K in Q4 2023. 61 funds tracked by Wall St. Rank hold OMFS as of Q1 2024.

  • BKM Wealth Management reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 1,422 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q1 2024, an estimated $55.2K.
  • BKM Wealth Management first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $55.2K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.