Golden State Equity Partners’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Golden State Equity 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 Q1	$423K	Buy	7,037 +16	+0.2%	+$996	0.03%	491
2025 Q4	$429K	Sell	7,021 -13	-0.2%	-$785	0.07%	313
2025 Q3	$424K	Sell	7,034 -126	-2%	-$7.42K	0.07%	292
2025 Q2	$414K	Hold	7,160	–	–	0.08%	277
2025 Q1	$382K	Sell	7,160 -7,046	-50%	-$388K	0.08%	294
2024 Q4	$770K	Sell	14,206 -5,260	-27%	-$286K	0.15%	170
2024 Q3	$1.03M	Buy	19,466 +3,791	+24%	+$194K	0.54%	33
2024 Q2	$823K	Buy	+15,675	New	+$833K	0.17%	138
2023 Q4	$700K	Sell	13,622 -1,382	-9%	-$65.2K	0.17%	138
2023 Q3	$688K	Buy	15,004 +8,964	+148%	+$435K	0.19%	130
2023 Q2	$296K	Buy	+6,040	New	+$286K	0.08%	276

Other funds holding OMFL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Golden State Equity Partners's OMFL Position: Q1 2026 in Review

Golden State Equity Partners increased its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 0.23% in Q1 2026, buying an estimated $996 and bringing the position to 7,037 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #491.

Golden State Equity Partners first reported a position in OMFL in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q3 2024. 262 funds tracked by Wall St. Rank hold OMFL as of Q1 2026.

Golden State Equity Partners held 7,037 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $423K as of Q1 2026.
Golden State Equity Partners bought 16 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2026, an estimated $996.
Invesco Russell 1000 Dynamic Multifactor ETF made up 0.03% of Golden State Equity Partners's portfolio in Q1 2026, its #491 holding.
Golden State Equity Partners first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q2 2023 and has held it in 11 quarters since.
Golden State Equity Partners's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $1.03M in Q3 2024.
262 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.