Householder Group Estate & Retirement Specialist’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-533	Closed	-$28K	–	980
2024 Q3	$28K	Sell	533 -25	-4%	-$1.28K	0.01%	609
2024 Q2	$29K	Buy	558 +74	+15%	+$3.93K	0.01%	588
2024 Q1	$26.7K	Sell	484 -951	-66%	-$48.9K	0.01%	603
2023 Q4	$73K	Buy	1,435 +1,409	+5,419%	+$66.5K	0.02%	393
2023 Q3	$1.19K	Buy	+26	New	+$1.26K	﹤0.01%	1124
2023 Q1	$2K	Buy	+46	New	+$2.11K	﹤0.01%	1093

Other funds holding OMFL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

APSPRSPT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's OMFL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q4 2024, closing a stake of 533 shares — an estimated $28K sold.

Householder Group Estate & Retirement Specialist first reported a position in OMFL in Q1 2023 and held it in 6 quarters. The position peaked at $73K in Q4 2023. 269 funds tracked by Wall St. Rank hold OMFL as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 533 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q4 2024, an estimated $28K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q1 2023 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $73K in Q4 2023.
269 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.