Copia Wealth Management’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Copia Wealth Management’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	$8.91K	Hold	130	–	–	0.01%	354
2026 Q1	$7.82K	Hold	130	–	–	0.01%	342
2025 Q4	$7.95K	Hold	130	–	–	0.01%	343
2025 Q3	$7.83K	Hold	130	–	–	0.01%	335
2025 Q2	$7.51K	Hold	130	–	–	0.01%	316
2025 Q1	$6.93K	Hold	130	–	–	0.01%	314
2024 Q4	$7.05K	Buy	+130	New	+$7.08K	0.01%	292

Other funds holding OMFL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Copia Wealth Management's OMFL Position: Q2 2026 in Review

Copia Wealth Management held its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) position steady in Q2 2026 at 130 shares worth $8.91K. The position accounts for 0.01% of the portfolio, ranked #354.

Copia Wealth Management first reported a position in OMFL in Q4 2024 and has held it in 7 quarters since. 269 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

Copia Wealth Management held 130 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $8.91K as of Q2 2026.
Copia Wealth Management left its Invesco Russell 1000 Dynamic Multifactor ETF share count unchanged in Q2 2026.
Invesco Russell 1000 Dynamic Multifactor ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #354 holding.
Copia Wealth Management first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
269 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.