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IHT Wealth Management’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

IHT Wealth Management’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
2026
Q1 		$37.3M Buy
620,816
+58,732
+10% +$3.66M 0.87% 18
2025
Q4 		$34.4M Buy
562,084
+28,885
+5% +$1.74M 0.83% 20
2025
Q3 		$32.1M Sell
533,199
-7,421
-1% -$437K 0.81% 19
2025
Q2 		$31.2M Buy
540,620
+21,738
+4% +$1.19M 0.86% 18
2025
Q1 		$27.7M Buy
518,882
+47,579
+10% +$2.62M 0.86% 20
2024
Q4 		$25.6M Buy
471,303
+89,194
+23% +$4.86M 0.82% 18
2024
Q3 		$20.2M Buy
382,109
+46,037
+14% +$2.35M 0.57% 26
2024
Q2 		$17.6M Buy
336,072
+35,726
+12% +$1.9M 0.66% 24
2024
Q1 		$16.6M Buy
300,346
+152,457
+103% +$7.84M 0.66% 23
2023
Q4 		$7.6M Buy
147,889
+6,968
+5% +$329K 0.34% 60
2023
Q3 		$6.46M Buy
140,921
+131,985
+1,477% +$6.41M 0.33% 59
2023
Q2 		$438K Buy
8,936
+75
+0.8% +$3.56K 0.02% 591
2023
Q1 		$412K Buy
8,861
+749
+9% +$34.4K 0.02% 574
2022
Q4 		$348K Buy
8,112
+141
+2% +$6.02K 0.02% 599
2022
Q3 		$311K Buy
7,971
+484
+6% +$20.5K 0.02% 603
2022
Q2 		$308K Buy
7,487
+15
+0.2% +$674 0.03% 522
2022
Q1 		$356K Buy
7,472
+184
+3% +$8.62K 0.03% 515
2021
Q4 		$369K Buy
7,288
+194
+3% +$9.56K 0.03% 537
2021
Q3 		$328K Buy
7,094
+109
+2% +$5.13K 0.03% 561
2021
Q2 		$327K Sell
6,985
-308
-4% -$14.3K 0.02% 678
2021
Q1 		$322K Buy
+7,293
New +$311K 0.02% 610
2020
Q3 		– Sell
-7,198
Closed -$214K – 684
2020
Q2 		$214K Buy
+7,198
New +$213K 0.03% 506

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

IHT Wealth Management's OMFL Position: Q1 2026 in Review

IHT Wealth Management increased its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 10% in Q1 2026, buying an estimated $3.66M and bringing the position to 620,816 shares worth $37.3M. The position accounts for 0.87% of the portfolio, ranked #18.

IHT Wealth Management first reported a position in OMFL in Q2 2020 and has held it in 22 quarters since. 262 funds tracked by Wall St. Rank hold OMFL as of Q1 2026.

  • IHT Wealth Management held 620,816 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $37.3M as of Q1 2026.
  • IHT Wealth Management bought 58,732 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2026, an estimated $3.66M.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up 0.87% of IHT Wealth Management's portfolio in Q1 2026, its #18 holding.
  • IHT Wealth Management first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q2 2020 and has held it in 22 quarters since.
  • 262 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.