IAA
OMFL icon

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
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 $1.02T 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
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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Independent Advisor Alliance's OMFL Position: Q1 2026 in Review

Independent Advisor Alliance increased its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 6,956% in Q1 2026, buying an estimated $54.8M and bringing the position to 893,617 shares worth $53.7M. The position accounts for 0.58% of the portfolio, ranked #35.

Independent Advisor Alliance first reported a position in OMFL in Q4 2024 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold OMFL as of Q1 2026.

  • Independent Advisor Alliance held 893,617 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $53.7M as of Q1 2026.
  • Independent Advisor Alliance bought 880,952 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2026, an estimated $54.8M.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up 0.58% of Independent Advisor Alliance's portfolio in Q1 2026, its #35 holding.
  • Independent Advisor Alliance first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2024 and has held it in 3 quarters since.
  • 262 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.