Ladenburg Thalmann Financial Services’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$1.09M	Buy	32,721 +7,446	+29%	+$239K	0.01%	1227
2019 Q3	$785K	Buy	25,275 +8,044	+47%	+$243K	0.01%	1412
2019 Q2	$512K	Buy	17,231 +14,957	+658%	+$436K	﹤0.01%	1728
2019 Q1	$65K	Sell	2,274 -9,105	-80%	-$248K	﹤0.01%	3219
2018 Q4	$286K	Buy	+11,379	New	+$310K	﹤0.01%	1949
2018 Q3	–	Sell	-200	Closed	-$5K	–	5258
2018 Q2	$5K	Hold	200	–	–	﹤0.01%	4597
2018 Q1	$5K	Hold	200	–	–	﹤0.01%	4597
2017 Q4	$5K	Buy	+200	New	+$5.12K	﹤0.01%	4523

Other funds holding OMFL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

KPW

Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ladenburg Thalmann Financial Services's OMFL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 29% in Q4 2019, buying an estimated $239K and bringing the position to 32,721 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1227.

Ladenburg Thalmann Financial Services first reported a position in OMFL in Q4 2017 and has held it in 8 quarters since. 51 funds tracked by Wall St. Rank hold OMFL as of Q4 2019.

Ladenburg Thalmann Financial Services held 32,721 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $1.09M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 7,446 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q4 2019, an estimated $239K.
Invesco Russell 1000 Dynamic Multifactor ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1227 holding.
Ladenburg Thalmann Financial Services first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2017 and has held it in 8 quarters since.
51 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.