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Epic Trust Investment Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Epic Trust Investment Advisors’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
2022
Q1 		– Sell
-10,815
Closed -$548K – 91
2021
Q4 		$548K Buy
+10,815
New +$533K 0.8% 28

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KPW
Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Epic Trust Investment Advisors's OMFL Position: Q1 2022 in Review

Epic Trust Investment Advisors sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q1 2022, closing a stake of 10,815 shares — an estimated $548K sold.

Epic Trust Investment Advisors first reported a position in OMFL in Q4 2021 and held it in 1 quarter. The position peaked at $548K in Q4 2021. 114 funds tracked by Wall St. Rank hold OMFL as of Q1 2022.

  • Epic Trust Investment Advisors reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q1 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 10,815 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2022, an estimated $548K.
  • Epic Trust Investment Advisors first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2021 and held it in 1 quarter.
  • Epic Trust Investment Advisors's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $548K in Q4 2021.
  • 114 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.