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Herold Advisors’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Herold Advisors’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
2021
Q4 		– Sell
-3,595
Closed -$142K – 507
2021
Q3 		$142K Buy
+3,595
New +$143K 0.06% 237

Other funds holding OMFS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Herold Advisors's OMFS Position: Q4 2021 in Review

Herold Advisors sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q4 2021, closing a stake of 3,595 shares — an estimated $142K sold.

Herold Advisors first reported a position in OMFS in Q3 2021 and held it in 1 quarter. The position peaked at $142K in Q3 2021. 34 funds tracked by Wall St. Rank hold OMFS as of Q4 2021.

  • Herold Advisors reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q4 2021 after selling out during the quarter.
  • Herold Advisors sold 3,595 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q4 2021, an estimated $142K.
  • Herold Advisors first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q3 2021 and held it in 1 quarter.
  • Herold Advisors's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $142K in Q3 2021.
  • 34 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q4 2021.

Based on Herold Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.