Intelligence Driven Advisers’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Intelligence Driven Advisers’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	-4,083	Closed	-$216K	–	118
2024 Q3	$216K	Sell	4,083 -26,695	-87%	-$1.36M	0.03%	105
2024 Q2	$1.62M	Sell	30,778 -4,112	-12%	-$218K	0.23%	30
2024 Q1	$1.93M	Sell	34,890 -9,301	-21%	-$478K	0.28%	26
2023 Q4	$2.21M	Sell	44,191 -582,219	-93%	-$27.5M	0.36%	24
2023 Q3	$28.2M	Buy	626,410 +173,953	+38%	+$8.44M	5%	7
2023 Q2	$21.9M	Buy	+452,457	New	+$21.5M	3.84%	9

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

Intelligence Driven Advisers's OMFL Position: Q4 2024 in Review

Intelligence Driven Advisers sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q4 2024, closing a stake of 4,083 shares — an estimated $216K sold.

Intelligence Driven Advisers first reported a position in OMFL in Q2 2023 and held it in 6 quarters. The position peaked at $28.2M in Q3 2023. 269 funds tracked by Wall St. Rank hold OMFL as of Q4 2024.

Intelligence Driven Advisers reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q4 2024 after selling out during the quarter.
Intelligence Driven Advisers sold 4,083 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q4 2024, an estimated $216K.
Intelligence Driven Advisers first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q2 2023 and held it in 6 quarters.
Intelligence Driven Advisers's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $28.2M in Q3 2023.
269 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q4 2024.

Based on Intelligence Driven Advisers's 13F filing for Q4 2024, filed 30 Jan 2025.