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 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%	+$39.1K	﹤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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SWIA

Solano Wealth Investment Advisors Fairfield, California $220M AUM 20.01% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

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

Global Retirement Partners opened a new position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q2 2026: 365 shares worth $19.5K. The stake represents ﹤0.01% of the portfolio and ranks #3073 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in OMFS as recently as Q4 2025.

Global Retirement Partners first reported a position in OMFS in Q3 2022 and has held it in 14 quarters since. The position peaked at $45.2K in Q4 2023. 58 funds tracked by Wall St. Rank hold OMFS as of Q2 2026.

Global Retirement Partners held 365 shares of Invesco Russell 2000 Dynamic Multifactor ETF worth $19.5K as of Q2 2026.
Invesco Russell 2000 Dynamic Multifactor ETF was a new Global Retirement Partners position in Q2 2026.
Invesco Russell 2000 Dynamic Multifactor ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3073 holding.
Global Retirement Partners first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q3 2022 and has held it in 14 quarters since.
Global Retirement Partners's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $45.2K in Q4 2023.
58 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q2 2026.

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