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Independent Advisor Alliance’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Independent Advisor Alliance’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
Q2 		$3.31M Sell
48,275
-845,342
-95% -$56.1M 0.08% 189
2026
Q1 		$53.7M Buy
893,617
+880,952
+6,956% +$54.8M 0.58% 35
2025
Q4 		$774K Buy
+12,665
New +$764K 0.02% 536
2025
Q1 		– Sell
-986,596
Closed -$53.5M – 1181
2024
Q4 		$53.5M Buy
+986,596
New +$53.7M 0.71% 20

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Independent Advisor Alliance's OMFL Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 95% in Q2 2026, selling an estimated $56.1M and leaving 48,275 shares worth $3.31M. The position accounts for 0.08% of the portfolio, ranked #189.

Independent Advisor Alliance first reported a position in OMFL in Q4 2024 and has held it in 4 quarters since. The position peaked at $53.7M in Q1 2026. 269 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

  • Independent Advisor Alliance held 48,275 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $3.31M as of Q2 2026.
  • Independent Advisor Alliance sold 845,342 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $56.1M.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up 0.08% of Independent Advisor Alliance's portfolio in Q2 2026, its #189 holding.
  • Independent Advisor Alliance first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2024 and has held it in 4 quarters since.
  • Independent Advisor Alliance's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $53.7M in Q1 2026.
  • 269 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.