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Hershey Financial Advisers’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Hershey Financial Advisers’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
2025
Q4 		– Sell
-18,076
Closed -$1.09M – 96
2025
Q3 		$1.09M Buy
+18,076
New +$1.06M 0.93% 46

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Hershey Financial Advisers's OMFL Position: Q4 2025 in Review

Hershey Financial Advisers sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q4 2025, closing a stake of 18,076 shares — an estimated $1.09M sold.

Hershey Financial Advisers first reported a position in OMFL in Q3 2025 and held it in 1 quarter. The position peaked at $1.09M in Q3 2025. 277 funds tracked by Wall St. Rank hold OMFL as of Q4 2025.

  • Hershey Financial Advisers reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q4 2025 after selling out during the quarter.
  • Hershey Financial Advisers sold 18,076 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q4 2025, an estimated $1.09M.
  • Hershey Financial Advisers first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q3 2025 and held it in 1 quarter.
  • Hershey Financial Advisers's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $1.09M in Q3 2025.
  • 277 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q4 2025.

Based on Hershey Financial Advisers's 13F filing for Q4 2025, filed 18 Feb 2026.