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Clearstead Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Clearstead Advisors’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
2026
Q2 		$7.73M Sell
112,716
-138,837
-55% -$9.21M 0.07% 193
2026
Q1 		$15.1M Buy
+251,553
New +$15.7M 0.14% 127

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Clearstead Advisors's OMFL Position: Q2 2026 in Review

Clearstead Advisors reduced its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 55% in Q2 2026, selling an estimated $9.21M and leaving 112,716 shares worth $7.73M. The position accounts for 0.07% of the portfolio, ranked #193.

Clearstead Advisors first reported a position in OMFL in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.1M in Q1 2026. 269 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

  • Clearstead Advisors held 112,716 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $7.73M as of Q2 2026.
  • Clearstead Advisors sold 138,837 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $9.21M.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up 0.07% of Clearstead Advisors's portfolio in Q2 2026, its #193 holding.
  • Clearstead Advisors first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q1 2026 and has held it in 2 quarters since.
  • Clearstead Advisors's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $15.1M in Q1 2026.
  • 269 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.