Kingswood Wealth Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
5,070
-376
| -7% | -$21.7K | 0.02% | 579 |
|
|
2025
Q1 | $290K | Buy |
5,446
+1,424
| +35% | +$75.9K | 0.03% | 561 |
|
|
2024
Q4 | $218K | Sell |
4,022
-582
| -13% | -$31.6K | 0.02% | 712 |
|
|
2024
Q3 | $244K | Sell |
4,604
-7,626
| -62% | -$404K | 0.02% | 625 |
|
|
2024
Q2 | $642K | Sell |
12,230
-1,782
| -13% | -$93.5K | 0.06% | 319 |
|
|
2024
Q1 | $774K | Sell |
14,012
-1,838
| -12% | -$102K | 0.09% | 250 |
|
|
2023
Q4 | $815K | Buy |
15,850
+2,521
| +19% | +$130K | 0.09% | 238 |
|
|
2023
Q3 | $611K | Buy |
+13,329
| New | +$611K | 0.1% | 208 |
|