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Golden State Equity Partners’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Golden State Equity 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
2024
Q4 		– Sell
-2,070
Closed -$81.9K – 732
2024
Q3 		$81.9K Buy
+2,070
New +$78.2K 0.04% 309

Other funds holding OMFS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
SWIA
Solano Wealth Investment Advisors Fairfield, California $201M AUM 14.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Golden State Equity Partners's OMFS Position: Q4 2024 in Review

Golden State Equity Partners sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q4 2024, closing a stake of 2,070 shares — an estimated $81.9K sold.

Golden State Equity Partners first reported a position in OMFS in Q3 2024 and held it in 1 quarter. The position peaked at $81.9K in Q3 2024. 59 funds tracked by Wall St. Rank hold OMFS as of Q4 2024.

  • Golden State Equity Partners reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 2,070 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q4 2024, an estimated $81.9K.
  • Golden State Equity Partners first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $81.9K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.