GeoWealth Management’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Sell |
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|
2025
Q1 | $463K | Sell |
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|
2024
Q4 | $1.85M | Sell |
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|
2024
Q3 | $2.45M | Buy |
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|
2024
Q2 | $2.09M | Sell |
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|
2024
Q1 | $12.8M | Sell |
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|
2023
Q4 | $13.2M | Buy |
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|
2023
Q3 | $11.2M | Buy |
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|
2023
Q2 | $11.6M | Buy |
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|
2023
Q1 | $10.3M | Buy |
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|
2022
Q4 | $9.45M | Buy |
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|
2022
Q3 | $8.32M | Buy |
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|
2022
Q2 | $8.19M | Buy |
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|
2022
Q1 | $8.64M | Buy |
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|
2021
Q4 | $6.85M | Buy |
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|
2021
Q3 | $4.6M | Buy |
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