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

Curry Webb 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
Q1 		$16.6M Buy
276,426
+69,802
+34% +$4.35M 7.85% 3
2025
Q4 		$12.6M Buy
+206,624
New +$12.5M 6.27% 4

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Curry Webb Wealth Management's OMFL Position: Q1 2026 in Review

Curry Webb Wealth Management increased its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 34% in Q1 2026, buying an estimated $4.35M and bringing the position to 276,426 shares worth $16.6M. The position accounts for 7.85% of the portfolio, ranked #3.

Curry Webb Wealth Management first reported a position in OMFL in Q4 2025 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold OMFL as of Q1 2026.

  • Curry Webb Wealth Management held 276,426 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $16.6M as of Q1 2026.
  • Curry Webb Wealth Management bought 69,802 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2026, an estimated $4.35M.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up 7.85% of Curry Webb Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Curry Webb Wealth Management first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2025 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.