Financial Advocates Investment Management’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Financial Advocates Investment 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
2025 Q3	–	Sell	-3,757	Closed	-$217K	–	411
2025 Q2	$217K	Buy	+3,757	New	+$205K	0.02%	573
2023 Q4	–	Sell	-4,593	Closed	-$211K	–	767
2023 Q3	$211K	Buy	+4,593	New	+$223K	0.02%	644
2022 Q1	–	Sell	-4,842	Closed	-$246K	–	788
2021 Q4	$246K	Buy	+4,842	New	+$239K	0.02%	671

Other funds holding OMFL

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

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Financial Advocates Investment Management's OMFL Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q3 2025, closing a stake of 3,757 shares — an estimated $217K sold.

Financial Advocates Investment Management first reported a position in OMFL in Q4 2021 and held it in 3 quarters. The position peaked at $246K in Q4 2021. 244 funds tracked by Wall St. Rank hold OMFL as of Q3 2025.

Financial Advocates Investment Management reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 3,757 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q3 2025, an estimated $217K.
Financial Advocates Investment Management first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2021 and held it in 3 quarters.
Financial Advocates Investment Management's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $246K in Q4 2021.
244 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.