EverSource Wealth Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

EverSource Wealth 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
2026 Q2	$162K	Buy	2,370 +5	+0.2%	+$332	0.01%	1115
2026 Q1	$142K	Buy	2,365 +6	+0.3%	+$374	﹤0.01%	1238
2025 Q4	$144K	Sell	2,359 -113	-5%	-$6.82K	0.01%	1119
2025 Q3	$149K	Sell	2,472 -124	-5%	-$7.3K	0.01%	1065
2025 Q2	$150K	Sell	2,596 -520	-17%	-$28.4K	0.01%	997
2025 Q1	$166K	Buy	3,116 +529	+20%	+$29.2K	0.01%	725
2024 Q4	$140K	Buy	2,587 +3	+0.1%	+$163	0.01%	802
2024 Q3	$137K	Buy	2,584 +4	+0.2%	+$204	0.01%	690
2024 Q2	$130K	Buy	2,580 +923	+56%	+$49K	0.01%	708
2024 Q1	$85.9K	Sell	1,657 -30	-2%	-$1.54K	0.01%	763
2023 Q4	$86.7K	Buy	+1,687	New	+$79.6K	0.01%	691

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

EverSource Wealth Advisors's OMFL Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 0.21% in Q2 2026, buying an estimated $332 and bringing the position to 2,370 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #1115.

EverSource Wealth Advisors first reported a position in OMFL in Q4 2023 and has held it in 11 quarters since. The position peaked at $166K in Q1 2025. 269 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

EverSource Wealth Advisors held 2,370 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $162K as of Q2 2026.
EverSource Wealth Advisors bought 5 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $332.
Invesco Russell 1000 Dynamic Multifactor ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1115 holding.
EverSource Wealth Advisors first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $166K in Q1 2025.
269 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.