Insigneo Advisory Services’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Insigneo Advisory Services’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 Q4	–	Sell	-5,131	Closed	-$272K	–	674
2024 Q3	$272K	Buy	5,131 +1	+0%	+$51	0.03%	471
2024 Q2	$244K	Sell	5,130 -4,346	-46%	-$231K	0.03%	453
2024 Q1	$523K	Buy	9,476 +4,454	+89%	+$229K	0.06%	259
2023 Q4	$258K	Sell	5,022 -263	-5%	-$12.4K	0.04%	369
2023 Q3	$242K	Buy	5,285 +16	+0.3%	+$777	0.05%	328
2023 Q2	$258K	Buy	+5,269	New	+$250K	0.05%	309

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

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Insigneo Advisory Services's OMFL Position: Q4 2024 in Review

Insigneo Advisory Services sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q4 2024, closing a stake of 5,131 shares — an estimated $272K sold.

Insigneo Advisory Services first reported a position in OMFL in Q2 2023 and held it in 6 quarters. The position peaked at $523K in Q1 2024. 269 funds tracked by Wall St. Rank hold OMFL as of Q4 2024.

Insigneo Advisory Services reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q4 2024 after selling out during the quarter.
Insigneo Advisory Services sold 5,131 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q4 2024, an estimated $272K.
Insigneo Advisory Services first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q2 2023 and held it in 6 quarters.
Insigneo Advisory Services's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $523K in Q1 2024.
269 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q4 2024.

Based on Insigneo Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.