GSWM
OMFS icon

Golden State Wealth Management’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Golden State Wealth Management’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
2025
Q1 		– Sell
-89
Closed -$3.56K – 1625
2024
Q4 		$3.56K Buy
+89
New +$3.66K ﹤0.01% 1175

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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWIA
Solano Wealth Investment Advisors Fairfield, California $201M AUM 14.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Golden State Wealth Management's OMFS Position: Q1 2025 in Review

Golden State Wealth Management sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q1 2025, closing a stake of 89 shares — an estimated $3.56K sold.

Golden State Wealth Management first reported a position in OMFS in Q4 2024 and held it in 1 quarter. The position peaked at $3.56K in Q4 2024. 60 funds tracked by Wall St. Rank hold OMFS as of Q1 2025.

  • Golden State Wealth Management reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 89 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q1 2025, an estimated $3.56K.
  • Golden State Wealth Management first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q4 2024 and held it in 1 quarter.
  • Golden State Wealth Management's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $3.56K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.