Kingswood Wealth Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Kingswood Wealth Advisors’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 Q2	$283K	Sell	4,122 -53	-1%	-$3.52K	0.01%	804
2026 Q1	$251K	Sell	4,175 -837	-17%	-$52.1K	0.01%	793
2025 Q4	$306K	Sell	5,012 -34	-0.7%	-$2.05K	0.01%	674
2025 Q3	$304K	Sell	5,046 -24	-0.5%	-$1.41K	0.02%	623
2025 Q2	$293K	Sell	5,070 -376	-7%	-$20.5K	0.02%	579
2025 Q1	$290K	Buy	5,446 +1,424	+35%	+$78.5K	0.03%	561
2024 Q4	$218K	Sell	4,022 -582	-13%	-$31.7K	0.02%	712
2024 Q3	$244K	Sell	4,604 -7,626	-62%	-$390K	0.02%	625
2024 Q2	$642K	Sell	12,230 -1,782	-13%	-$94.7K	0.06%	319
2024 Q1	$774K	Sell	14,012 -1,838	-12%	-$94.5K	0.09%	250
2023 Q4	$815K	Buy	15,850 +2,521	+19%	+$119K	0.09%	238
2023 Q3	$611K	Buy	+13,329	New	+$647K	0.1%	208

Other funds holding OMFL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Kingswood Wealth Advisors's OMFL Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 1.3% in Q2 2026, selling an estimated $3.52K and leaving 4,122 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #804.

Kingswood Wealth Advisors first reported a position in OMFL in Q3 2023 and has held it in 12 quarters since. The position peaked at $815K in Q4 2023. 269 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

Kingswood Wealth Advisors held 4,122 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $283K as of Q2 2026.
Kingswood Wealth Advisors sold 53 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $3.52K.
Invesco Russell 1000 Dynamic Multifactor ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #804 holding.
Kingswood Wealth Advisors first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $815K in Q4 2023.
269 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.