Ford Financial Group’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Ford Financial Group’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
2023 Q1	–	Sell	-12,196	Closed	-$524K	–	70
2022 Q4	$524K	Buy	12,196 +28	+0.2%	+$1.2K	0.21%	74
2022 Q3	$475K	Buy	12,168 +2,150	+21%	+$91.2K	0.2%	76
2022 Q2	$412K	Buy	10,018 +3,125	+45%	+$140K	0.17%	73
2022 Q1	$328K	Buy	6,893 +5,331	+341%	+$250K	0.13%	85
2021 Q4	$79	Buy	+1,562	New	+$76.9K	0.02%	183
2021 Q3	–	Sell	-1,569	Closed	-$73K	–	400
2021 Q2	$73K	Buy	+1,569	New	+$72.6K	0.03%	186

Other funds holding OMFL

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

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

Ford Financial Group's OMFL Position: Q1 2023 in Review

Ford Financial Group sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q1 2023, closing a stake of 12,196 shares — an estimated $524K sold.

Ford Financial Group first reported a position in OMFL in Q2 2021 and held it in 6 quarters. The position peaked at $524K in Q4 2022. 152 funds tracked by Wall St. Rank hold OMFL as of Q1 2023.

Ford Financial Group reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 12,196 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2023, an estimated $524K.
Ford Financial Group first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q2 2021 and held it in 6 quarters.
Ford Financial Group's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $524K in Q4 2022.
152 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.