Insight Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Insight Advisors’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
2024 Q1	–	Sell	-4,039	Closed	-$208K	–	309
2023 Q4	$208K	Buy	+4,039	New	+$191K	0.04%	268
2023 Q3	–	Sell	-6,232	Closed	-$305K	–	290
2023 Q2	$305K	Sell	6,232 -10,931	-64%	-$518K	0.07%	212
2023 Q1	$798K	Sell	17,163 -1,930	-10%	-$88.6K	0.19%	87
2022 Q4	$819K	Buy	+19,093	New	+$815K	0.29%	89

Other funds holding OMFL

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

RJFSA

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

Insight Advisors's OMFL Position: Q1 2024 in Review

Insight Advisors sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q1 2024, closing a stake of 4,039 shares — an estimated $208K sold.

Insight Advisors first reported a position in OMFL in Q4 2022 and held it in 4 quarters. The position peaked at $819K in Q4 2022. 261 funds tracked by Wall St. Rank hold OMFL as of Q1 2024.

Insight Advisors reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q1 2024 after selling out during the quarter.
Insight Advisors sold 4,039 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2024, an estimated $208K.
Insight Advisors first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2022 and held it in 4 quarters.
Insight Advisors's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $819K in Q4 2022.
261 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2024.

Based on Insight Advisors's 13F filing for Q1 2024, filed 6 May 2024.