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 Q2	$690K	Buy	12,928 +26	+0.2%	+$1.3K	0.25%	37
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 $1.26T AUM 61.52% 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

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SWIA

Solano Wealth Investment Advisors Fairfield, California $220M AUM 20.01% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Graney & King's OMFS Position: Q2 2026 in Review

Graney & King increased its Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) stake by 0.2% in Q2 2026, buying an estimated $1.3K and bringing the position to 12,928 shares worth $690K. The position accounts for 0.25% of the portfolio, ranked #37.

Graney & King first reported a position in OMFS in Q4 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold OMFS as of Q2 2026.

Graney & King held 12,928 shares of Invesco Russell 2000 Dynamic Multifactor ETF worth $690K as of Q2 2026.
Graney & King bought 26 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $1.3K.
Invesco Russell 2000 Dynamic Multifactor ETF made up 0.25% of Graney & King's portfolio in Q2 2026, its #37 holding.
Graney & King first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
58 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.