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Legacy Capital Group California’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Legacy Capital Group California’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
2023
Q3 		– Sell
-10,856
Closed -$532K – 293
2023
Q2 		$532K Buy
+10,856
New +$515K 0.22% 145

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Capital Group California's OMFL Position: Q3 2023 in Review

Legacy Capital Group California sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q3 2023, closing a stake of 10,856 shares — an estimated $532K sold.

Legacy Capital Group California first reported a position in OMFL in Q2 2023 and held it in 1 quarter. The position peaked at $532K in Q2 2023. 205 funds tracked by Wall St. Rank hold OMFL as of Q3 2023.

  • Legacy Capital Group California reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q3 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 10,856 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q3 2023, an estimated $532K.
  • Legacy Capital Group California first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q2 2023 and held it in 1 quarter.
  • Legacy Capital Group California's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $532K in Q2 2023.
  • 205 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q3 2023.

Based on Legacy Capital Group California's 13F filing for Q3 2023, filed 6 Nov 2023.