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Jessup Wealth Management’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Jessup Wealth Management’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 		– Sell
-94
Closed -$5.75K – 259
2025
Q4 		$5.75K Buy
+94
New +$5.67K ﹤0.01% 286

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
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 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

Jessup Wealth Management's OMFL Position: Q1 2026 in Review

Jessup Wealth Management sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q1 2026, closing a stake of 94 shares — an estimated $5.75K sold.

Jessup Wealth Management first reported a position in OMFL in Q4 2025 and held it in 1 quarter. The position peaked at $5.75K in Q4 2025. 262 funds tracked by Wall St. Rank hold OMFL as of Q1 2026.

  • Jessup Wealth Management reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 94 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2026, an estimated $5.75K.
  • Jessup Wealth Management first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $5.75K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.