First Heartland Consultants’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

First Heartland Consultants’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
2023 Q2	–	Sell	-50,414	Closed	-$1.77M	–	390
2023 Q1	$1.77M	Buy	+50,414	New	+$1.82M	0.27%	91

Other funds holding OMFS

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

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

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

SWM

Solano Wealth Management Fairfield, California $183M AUM 14.53% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

First Heartland Consultants's OMFS Position: Q2 2023 in Review

First Heartland Consultants sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q2 2023, closing a stake of 50,414 shares — an estimated $1.77M sold.

First Heartland Consultants first reported a position in OMFS in Q1 2023 and held it in 1 quarter. The position peaked at $1.77M in Q1 2023. 49 funds tracked by Wall St. Rank hold OMFS as of Q2 2023.

First Heartland Consultants reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q2 2023 after selling out during the quarter.
First Heartland Consultants sold 50,414 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q2 2023, an estimated $1.77M.
First Heartland Consultants first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q1 2023 and held it in 1 quarter.
First Heartland Consultants's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $1.77M in Q1 2023.
49 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q2 2023.

Based on First Heartland Consultants's 13F filing for Q2 2023, filed 26 Jul 2023.