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Consolidated Planning Corp’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Consolidated Planning Corp’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
2025
Q3 		– Sell
-69,016
Closed -$3.99M – 212
2025
Q2 		$3.99M Buy
+69,016
New +$3.77M 0.5% 70
2023
Q4 		– Sell
-72,863
Closed -$3.34M – 178
2023
Q3 		$3.34M Buy
+72,863
New +$3.54M 0.74% 44

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Consolidated Planning Corp's OMFL Position: Q3 2025 in Review

Consolidated Planning Corp sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q3 2025, closing a stake of 69,016 shares — an estimated $3.99M sold.

Consolidated Planning Corp first reported a position in OMFL in Q3 2023 and held it in 2 quarters. The position peaked at $3.99M in Q2 2025. 244 funds tracked by Wall St. Rank hold OMFL as of Q3 2025.

  • Consolidated Planning Corp reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q3 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 69,016 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q3 2025, an estimated $3.99M.
  • Consolidated Planning Corp first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q3 2023 and held it in 2 quarters.
  • Consolidated Planning Corp's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $3.99M in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q3 2025.

Based on Consolidated Planning Corp's 13F filing for Q3 2025, filed 27 Oct 2025.