Goldstone Financial Group’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Goldstone Financial Group’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 Q2	$2.05M	Sell	29,879 -2,592	-8%	-$172K	0.19%	87
2026 Q1	$1.95M	Sell	32,471 -1,425	-4%	-$88.7K	0.21%	78
2025 Q4	$2.07M	Buy	33,896 +8,665	+34%	+$523K	0.23%	70
2025 Q3	$1.52M	Buy	25,231 +10,408	+70%	+$613K	0.18%	79
2025 Q2	$862K	Buy	14,823 +581	+4%	+$31.7K	0.11%	111
2025 Q1	$759K	Buy	14,242 +5,024	+55%	+$277K	0.11%	108
2024 Q4	$500K	Buy	9,218 +4,703	+104%	+$256K	0.08%	128
2024 Q3	$239K	Buy	4,515 +547	+14%	+$28K	0.04%	166
2024 Q2	$208K	Sell	3,968 -65	-2%	-$3.45K	0.04%	173
2024 Q1	$223K	Buy	+4,033	New	+$207K	0.05%	152

Other funds holding OMFL

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

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Goldstone Financial Group's OMFL Position: Q2 2026 in Review

Goldstone Financial Group reduced its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 8% in Q2 2026, selling an estimated $172K and leaving 29,879 shares worth $2.05M. The position accounts for 0.19% of the portfolio, ranked #87.

Goldstone Financial Group first reported a position in OMFL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.07M in Q4 2025. 269 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

Goldstone Financial Group held 29,879 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $2.05M as of Q2 2026.
Goldstone Financial Group sold 2,592 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $172K.
Invesco Russell 1000 Dynamic Multifactor ETF made up 0.19% of Goldstone Financial Group's portfolio in Q2 2026, its #87 holding.
Goldstone Financial Group first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q1 2024 and has held it in 10 quarters since.
Goldstone Financial Group's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $2.07M in Q4 2025.
269 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.