Elite Life Management’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Elite Life 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	$439K	Buy	6,517 +930	+17%	+$57.9K	0.55%	25
2025 Q4	$353K	Buy	5,587 +506	+10%	+$30.5K	0.57%	26
2025 Q3	$304K	Sell	5,081 -186	-4%	-$10.9K	0.62%	21
2025 Q2	$304K	Sell	5,267 -2,870	-35%	-$157K	0.78%	19
2025 Q1	$434K	Sell	8,137 -805	-9%	-$44.4K	1.35%	16
2024 Q4	$485K	Sell	8,942 -3,776	-30%	-$206K	1.44%	14
2024 Q3	$674K	Buy	12,718 +1,448	+13%	+$74K	2.2%	11
2024 Q2	$592K	Buy	11,270 +1,545	+16%	+$82.1K	2.29%	10
2024 Q1	$537K	Buy	9,725 +804	+9%	+$41.4K	2.63%	11
2023 Q4	$459K	Buy	+8,921	New	+$421K	2.74%	11

Other funds holding OMFL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Elite Life Management's OMFL Position: Q1 2026 in Review

Elite Life Management increased its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 17% in Q1 2026, buying an estimated $57.9K and bringing the position to 6,517 shares worth $439K. The position accounts for 0.55% of the portfolio, ranked #25.

Elite Life Management first reported a position in OMFL in Q4 2023 and has held it in 10 quarters since. The position peaked at $674K in Q3 2024. 262 funds tracked by Wall St. Rank hold OMFL as of Q1 2026.

Elite Life Management held 6,517 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $439K as of Q1 2026.
Elite Life Management bought 930 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2026, an estimated $57.9K.
Invesco Russell 1000 Dynamic Multifactor ETF made up 0.55% of Elite Life Management's portfolio in Q1 2026, its #25 holding.
Elite Life Management first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2023 and has held it in 10 quarters since.
Elite Life Management's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $674K in Q3 2024.
262 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2026.

Based on Elite Life Management's 13F filing for Q1 2026, filed 11 May 2026.