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

Freedom 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 Q1	–	Sell	-3,776	Closed	-$205K	–	794
2024 Q4	$205K	Sell	3,776 -170	-4%	-$9.26K	0.02%	712
2024 Q3	$209K	Sell	3,946 -2,975	-43%	-$152K	0.02%	702
2024 Q2	$363K	Sell	6,921 -1,357	-16%	-$72.1K	0.03%	516
2024 Q1	$457K	Buy	+8,278	New	+$426K	0.04%	463

Other funds holding OMFL

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Freedom Investment Management's OMFL Position: Q1 2025 in Review

Freedom Investment Management sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q1 2025, closing a stake of 3,776 shares — an estimated $205K sold.

Freedom Investment Management first reported a position in OMFL in Q1 2024 and held it in 4 quarters. The position peaked at $457K in Q1 2024. 262 funds tracked by Wall St. Rank hold OMFL as of Q1 2025.

Freedom Investment Management reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q1 2025 after selling out during the quarter.
Freedom Investment Management sold 3,776 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2025, an estimated $205K.
Freedom Investment Management first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q1 2024 and held it in 4 quarters.
Freedom Investment Management's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $457K in Q1 2024.
262 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2025.

Based on Freedom Investment Management's 13F filing for Q1 2025, filed 14 May 2025.