BFC Planning, Inc.’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

BFC Planning, Inc.’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
2026 Q2	$6.65K	Sell	97 -45	-32%	-$2.99K	﹤0.01%	2563
2026 Q1	$8.54K	Sell	142 -25,718	-99%	-$1.6M	﹤0.01%	2106
2025 Q4	$1.58M	Buy	25,860 +25,841	+136,005%	+$1.56M	0.07%	270
2025 Q3	$1.14K	Hold	19	–	–	﹤0.01%	2600
2025 Q2	$1.1K	Hold	19	–	–	﹤0.01%	2435
2025 Q1	$1.01K	Hold	19	–	–	﹤0.01%	2447
2024 Q4	$1.03K	Buy	+19	New	+$1.04K	﹤0.01%	2403

Other funds holding OMFL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.7B AUM 14.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

BFC Planning, Inc.'s OMFL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 32% in Q2 2026, selling an estimated $2.99K and leaving 97 shares worth $6.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2563.

BFC Planning, Inc. first reported a position in OMFL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q4 2025. 272 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

BFC Planning, Inc. held 97 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $6.65K as of Q2 2026.
BFC Planning, Inc. sold 45 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $2.99K.
Invesco Russell 1000 Dynamic Multifactor ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2563 holding.
BFC Planning, Inc. first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $1.58M in Q4 2025.
272 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.