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Global Retirement Partners’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Global Retirement Partners’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 		$520K Buy
+7,593
New +$504K 0.01% 1012
2025
Q4 		$539K Sell
8,814
-22
-0.2% -$1.33K 0.01% 926
2025
Q3 		$532K Sell
8,836
-105
-1% -$6.18K 0.01% 752
2025
Q2 		$517K Buy
+8,941
New +$488K 0.01% 697
2024
Q4 		$445K Buy
8,213
+328
+4% +$17.9K 0.01% 673
2024
Q3 		$418K Sell
7,885
-191
-2% -$9.76K 0.01% 685
2024
Q2 		$424K Sell
8,076
-860
-10% -$45.7K 0.01% 652
2024
Q1 		$494K Sell
8,936
-331
-4% -$17K 0.02% 537
2023
Q4 		$458K Buy
9,267
+819
+10% +$38.6K 0.02% 520
2023
Q3 		$381K Buy
8,448
+2,543
+43% +$123K 0.02% 499
2023
Q2 		$289K Buy
5,905
+137
+2% +$6.5K 0.01% 578
2023
Q1 		$271K Buy
5,768
+122
+2% +$5.6K 0.01% 568
2022
Q4 		$242K Buy
5,646
+2
+0% +$85 0.02% 545
2022
Q3 		$242K Buy
5,644
+78
+1% +$3.31K 0.02% 513
2022
Q2 		$229K Buy
5,566
+12
+0.2% +$539 0.02% 519
2022
Q1 		$241K Buy
5,554
+464
+9% +$21.7K 0.02% 514
2021
Q4 		$258K Buy
5,090
+4,370
+607% +$215K 0.2% 43
2021
Q3 		$33K Buy
+720
New +$33.9K ﹤0.01% 1014

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Global Retirement Partners's OMFL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q2 2026: 7,593 shares worth $520K. The stake represents 0.01% of the portfolio and ranks #1012 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in OMFL as recently as Q4 2025.

Global Retirement Partners first reported a position in OMFL in Q3 2021 and has held it in 18 quarters since. The position peaked at $539K in Q4 2025. 269 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

  • Global Retirement Partners held 7,593 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $520K as of Q2 2026.
  • Invesco Russell 1000 Dynamic Multifactor ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1012 holding.
  • Global Retirement Partners first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q3 2021 and has held it in 18 quarters since.
  • Global Retirement Partners's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $539K in Q4 2025.
  • 269 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.