Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Cambridge Investment Research Advisors’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
2022
Q1 		– Sell
-6,364
Closed -$268K – 3260
2021
Q4 		$268K Sell
6,364
-3,031
-32% -$127K ﹤0.01% 2638
2021
Q3 		$373K Sell
9,395
-1,705
-15% -$67.8K ﹤0.01% 2278
2021
Q2 		$461K Buy
11,100
+552
+5% +$22.3K ﹤0.01% 2123
2021
Q1 		$416K Buy
+10,548
New +$403K ﹤0.01% 2027

Other funds holding OMFS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Cambridge Investment Research Advisors's OMFS Position: Q1 2022 in Review

Cambridge Investment Research Advisors sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q1 2022, closing a stake of 6,364 shares — an estimated $268K sold.

Cambridge Investment Research Advisors first reported a position in OMFS in Q1 2021 and held it in 4 quarters. The position peaked at $461K in Q2 2021. 32 funds tracked by Wall St. Rank hold OMFS as of Q1 2022.

  • Cambridge Investment Research Advisors reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q1 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 6,364 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q1 2022, an estimated $268K.
  • Cambridge Investment Research Advisors first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q1 2021 and held it in 4 quarters.
  • Cambridge Investment Research Advisors's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $461K in Q2 2021.
  • 32 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q1 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2022, filed 12 May 2022.