Graney & King’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Graney & King’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 Q1	$584K	Buy	12,902 +25	+0.2%	+$1.17K	0.31%	36
2025 Q4	$573K	Buy	12,877 +17	+0.1%	+$749	0.33%	35
2025 Q3	$566K	Buy	12,860 +26	+0.2%	+$1.09K	0.39%	35
2025 Q2	$514K	Sell	12,834 -2,250	-15%	-$86.3K	0.35%	36
2025 Q1	$573K	Buy	15,084 +12	+0.1%	+$474	0.43%	32
2024 Q4	$596K	Buy	+15,072	New	+$621K	0.45%	33

Other funds holding OMFS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SWIA

Solano Wealth Investment Advisors Fairfield, California $201M AUM 14.32% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Graney & King's OMFS Position: Q1 2026 in Review

Graney & King increased its Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) stake by 0.19% in Q1 2026, buying an estimated $1.17K and bringing the position to 12,902 shares worth $584K. The position accounts for 0.31% of the portfolio, ranked #36.

Graney & King first reported a position in OMFS in Q4 2024 and has held it in 6 quarters since. The position peaked at $596K in Q4 2024. 55 funds tracked by Wall St. Rank hold OMFS as of Q1 2026.

Graney & King held 12,902 shares of Invesco Russell 2000 Dynamic Multifactor ETF worth $584K as of Q1 2026.
Graney & King bought 25 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q1 2026, an estimated $1.17K.
Invesco Russell 2000 Dynamic Multifactor ETF made up 0.31% of Graney & King's portfolio in Q1 2026, its #36 holding.
Graney & King first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q4 2024 and has held it in 6 quarters since.
Graney & King's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $596K in Q4 2024.
55 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.