Householder Group Estate & Retirement Specialist’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q4	–	Sell	-1,100	Closed	-$37.3K	–	1274
2023 Q3	$37.3K	Buy	+1,100	New	+$39.7K	0.01%	507
2023 Q1	$39K	Buy	+1,100	New	+$39.8K	0.02%	491
2022 Q4	–	Sell	-1,125	Closed	-$35K	–	853
2022 Q3	$35K	Buy	+1,125	New	+$39.1K	0.01%	461

Other funds holding OMFS

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

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

SWM

Solano Wealth Management Fairfield, California $183M AUM 14.53% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's OMFS Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q4 2023, closing a stake of 1,100 shares — an estimated $37.3K sold.

Householder Group Estate & Retirement Specialist first reported a position in OMFS in Q3 2022 and held it in 3 quarters. The position peaked at $39K in Q1 2023. 68 funds tracked by Wall St. Rank hold OMFS as of Q4 2023.

Householder Group Estate & Retirement Specialist reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q4 2023 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,100 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q4 2023, an estimated $37.3K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q3 2022 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $39K in Q1 2023.
68 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.