Frontier Wealth Management’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Frontier Wealth 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
2022 Q2	–	Sell	-4,330	Closed	-$205K	–	418
2022 Q1	$205K	Sell	4,330 -10	-0.2%	-$469	﹤0.01%	374
2021 Q4	$220K	Hold	4,340	–	–	0.01%	381
2021 Q3	$201K	Sell	4,340 -118	-3%	-$5.56K	0.01%	397
2021 Q2	$209K	Buy	+4,458	New	+$206K	0.01%	402
2021 Q1	–	Sell	-5,201	Closed	-$207K	–	397
2020 Q4	$207K	Buy	+5,201	New	+$187K	0.02%	352
2020 Q2	–	Sell	-11,631	Closed	-$303K	–	362
2020 Q1	$303K	Buy	11,631 +623	+6%	+$19.1K	0.05%	218
2019 Q4	$369K	Sell	11,008 -4,416	-29%	-$141K	0.06%	211
2019 Q3	$479K	Buy	+15,424	New	+$467K	0.07%	192

Other funds holding OMFL

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 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

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

KPW

Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return

CGL

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

Frontier Wealth Management's OMFL Position: Q2 2022 in Review

Frontier Wealth Management sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q2 2022, closing a stake of 4,330 shares — an estimated $205K sold.

Frontier Wealth Management first reported a position in OMFL in Q3 2019 and held it in 8 quarters. The position peaked at $479K in Q3 2019. 112 funds tracked by Wall St. Rank hold OMFL as of Q2 2022.

Frontier Wealth Management reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q2 2022 after selling out during the quarter.
Frontier Wealth Management sold 4,330 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q2 2022, an estimated $205K.
Frontier Wealth Management first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q3 2019 and held it in 8 quarters.
Frontier Wealth Management's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $479K in Q3 2019.
112 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.