IHT Wealth Management’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

IHT Wealth Management’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
2026 Q1	$2.7M	Sell	59,758 -2,134	-3%	-$99.7K	0.06%	303
2025 Q4	$2.75M	Sell	61,892 -627	-1%	-$27.6K	0.07%	279
2025 Q3	$2.75M	Buy	+62,519	New	+$2.63M	0.07%	267

Other funds holding OMFS

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

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

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

FCAS

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

HFS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SWIA

Solano Wealth Investment Advisors Fairfield, California $201M AUM 14.32% 1-Year Est. Return

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

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

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

IHT Wealth Management reduced its Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) stake by 3.4% in Q1 2026, selling an estimated $99.7K and leaving 59,758 shares worth $2.7M. The position accounts for 0.06% of the portfolio, ranked #303.

IHT Wealth Management first reported a position in OMFS in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.75M in Q4 2025. 55 funds tracked by Wall St. Rank hold OMFS as of Q1 2026.

IHT Wealth Management held 59,758 shares of Invesco Russell 2000 Dynamic Multifactor ETF worth $2.7M as of Q1 2026.
IHT Wealth Management sold 2,134 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q1 2026, an estimated $99.7K.
Invesco Russell 2000 Dynamic Multifactor ETF made up 0.06% of IHT Wealth Management's portfolio in Q1 2026, its #303 holding.
IHT Wealth Management first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q3 2025 and has held it in 3 quarters since.
IHT Wealth Management's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $2.75M in Q4 2025.
55 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q1 2026.

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