Global Retirement Partners’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Global Retirement Partners’s Portfolio OMFS Stock Details OMFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18K	Hold	365	–	–	﹤0.01%	3401
2026 Q2	$19.5K	Buy	+365	New	+$18.3K	﹤0.01%	3073
2025 Q4	$16.2K	Hold	365	–	–	﹤0.01%	2954
2025 Q3	$16.1K	Sell	365 -350	-49%	-$14.7K	﹤0.01%	2493
2025 Q2	$28.7K	Buy	+715	New	+$27.4K	﹤0.01%	2084
2024 Q4	$28.3K	Hold	715	–	–	﹤0.01%	1894
2024 Q3	$28.3K	Sell	715 -283	-28%	-$10.7K	﹤0.01%	1823
2024 Q2	$36.2K	Buy	998 +4	+0.4%	+$146	﹤0.01%	1704
2024 Q1	$37.6K	Sell	994 -256	-20%	-$9.39K	﹤0.01%	1533
2023 Q4	$45.2K	Buy	1,250 +1,125	+900%	+$39.2K	﹤0.01%	1418
2023 Q3	$4.15K	Buy	125 +6	+5%	+$216	﹤0.01%	2254
2023 Q2	$4.31K	Buy	119 +54	+83%	+$1.88K	﹤0.01%	2261
2023 Q1	$2.2K	Hold	65	–	–	﹤0.01%	2476
2022 Q4	$2.22K	Hold	65	–	–	﹤0.01%	2318
2022 Q3	$2K	Buy	+65	New	+$2.26K	﹤0.01%	2279

Other funds holding OMFS

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

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Solano Wealth Investment Advisors Fairfield, California $221M AUM 13.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Proactive Wealth Strategies Marietta, Georgia $648M AUM 25.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Global Retirement Partners's OMFS Position: Q3 2026 in Review

Global Retirement Partners held its Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) position steady in Q3 2026 at 365 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #3401.

Global Retirement Partners first reported a position in OMFS in Q3 2022 and has held it in 15 quarters since. The position peaked at $45.2K in Q4 2023. 28 funds tracked by Wall St. Rank hold OMFS as of Q3 2026.

Global Retirement Partners held 365 shares of Invesco Russell 2000 Dynamic Multifactor ETF worth $18K as of Q3 2026.
Global Retirement Partners left its Invesco Russell 2000 Dynamic Multifactor ETF share count unchanged in Q3 2026.
Invesco Russell 2000 Dynamic Multifactor ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #3401 holding.
Global Retirement Partners first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q3 2022 and has held it in 15 quarters since.
Global Retirement Partners's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $45.2K in Q4 2023.
28 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.