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Founders Financial Alliance’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-1,658
Closed -$51K – 986
2020
Q3 		$51K Buy
+1,658
New +$51.7K 0.03% 374

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
KPW
Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Founders Financial Alliance's OMFL Position: Q4 2020 in Review

Founders Financial Alliance sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q4 2020, closing a stake of 1,658 shares — an estimated $51K sold.

Founders Financial Alliance first reported a position in OMFL in Q3 2020 and held it in 1 quarter. The position peaked at $51K in Q3 2020. 48 funds tracked by Wall St. Rank hold OMFL as of Q4 2020.

  • Founders Financial Alliance reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 1,658 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q4 2020, an estimated $51K.
  • Founders Financial Alliance first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $51K in Q3 2020.
  • 48 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.