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Kenfarb & Co’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Kenfarb & Co’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
2022
Q4 		– Sell
-476
Closed -$19K – 233
2022
Q3 		$19K Buy
+476
New +$20.2K 0.02% 163

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

Kenfarb & Co's OMFL Position: Q4 2022 in Review

Kenfarb & Co sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q4 2022, closing a stake of 476 shares — an estimated $19K sold.

Kenfarb & Co first reported a position in OMFL in Q3 2022 and held it in 1 quarter. The position peaked at $19K in Q3 2022. 124 funds tracked by Wall St. Rank hold OMFL as of Q4 2022.

  • Kenfarb & Co reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q4 2022 after selling out during the quarter.
  • Kenfarb & Co sold 476 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q4 2022, an estimated $19K.
  • Kenfarb & Co first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q3 2022 and held it in 1 quarter.
  • Kenfarb & Co's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $19K in Q3 2022.
  • 124 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q4 2022.

Based on Kenfarb & Co's 13F filing for Q4 2022, filed 14 Feb 2023.