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Capital Investment Advisory Services’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Capital Investment Advisory Services’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
2023
Q3 		– Sell
-358
Closed -$13K – 968
2023
Q2 		$13K Buy
+358
New +$12.4K ﹤0.01% 734

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Investment Advisory Services's OMFS Position: Q3 2023 in Review

Capital Investment Advisory Services sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q3 2023, closing a stake of 358 shares — an estimated $13K sold.

Capital Investment Advisory Services first reported a position in OMFS in Q2 2023 and held it in 1 quarter. The position peaked at $13K in Q2 2023. 57 funds tracked by Wall St. Rank hold OMFS as of Q3 2023.

  • Capital Investment Advisory Services reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q3 2023 after selling out during the quarter.
  • Capital Investment Advisory Services sold 358 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q3 2023, an estimated $13K.
  • Capital Investment Advisory Services first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q2 2023 and held it in 1 quarter.
  • Capital Investment Advisory Services's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $13K in Q2 2023.
  • 57 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q3 2023.

Based on Capital Investment Advisory Services's 13F filing for Q3 2023, filed 2 Nov 2023.