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Cypress Capital Group’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Cypress Capital Group’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
2023
Q3 		– Sell
-4,332
Closed -$212K – 303
2023
Q2 		$212K Hold
4,332
– – 0.03% 286
2023
Q1 		$201K Buy
+4,332
New +$199K 0.03% 288

Other funds holding OMFL

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cypress Capital Group's OMFL Position: Q3 2023 in Review

Cypress Capital Group sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q3 2023, closing a stake of 4,332 shares — an estimated $212K sold.

Cypress Capital Group first reported a position in OMFL in Q1 2023 and held it in 2 quarters. The position peaked at $212K in Q2 2023. 205 funds tracked by Wall St. Rank hold OMFL as of Q3 2023.

  • Cypress Capital Group reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q3 2023 after selling out during the quarter.
  • Cypress Capital Group sold 4,332 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q3 2023, an estimated $212K.
  • Cypress Capital Group first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q1 2023 and held it in 2 quarters.
  • Cypress Capital Group's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $212K in Q2 2023.
  • 205 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q3 2023.

Based on Cypress Capital Group's 13F filing for Q3 2023, filed 2 Nov 2023.