EverSource Wealth Advisors’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

EverSource Wealth Advisors’s Portfolio OMFS Stock Details OMFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43K	Hold	27	–	–	﹤0.01%	3854
2026 Q1	$1.21K	Hold	27	–	–	﹤0.01%	3798
2025 Q4	$1.18K	Hold	27	–	–	﹤0.01%	3666
2025 Q3	$1.17K	Buy	27 +1	+4%	+$42	﹤0.01%	3718
2025 Q2	$1.06K	Hold	26	–	–	﹤0.01%	3719
2025 Q1	$1K	Hold	26	–	–	﹤0.01%	3229
2024 Q4	$1.04K	Hold	26	–	–	﹤0.01%	2950
2024 Q3	$1.04K	Sell	26 -360	-93%	-$13.6K	﹤0.01%	2721
2024 Q2	$15.2K	Buy	+386	New	+$14K	﹤0.01%	1641

Other funds holding OMFS

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWIA

Solano Wealth Investment Advisors Fairfield, California $220M AUM 20.01% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

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

EverSource Wealth Advisors held its Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) position steady in Q2 2026 at 27 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #3854.

EverSource Wealth Advisors first reported a position in OMFS in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.2K in Q2 2024. 58 funds tracked by Wall St. Rank hold OMFS as of Q2 2026.

EverSource Wealth Advisors held 27 shares of Invesco Russell 2000 Dynamic Multifactor ETF worth $1.43K as of Q2 2026.
EverSource Wealth Advisors left its Invesco Russell 2000 Dynamic Multifactor ETF share count unchanged in Q2 2026.
Invesco Russell 2000 Dynamic Multifactor ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3854 holding.
EverSource Wealth Advisors first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $15.2K in Q2 2024.
58 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q2 2026.

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