Leicht Financial Planning & Wealth Management’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Leicht Financial Planning & Wealth Management’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 Q1	–	Sell	-102,382	Closed	-$4.4M	–	25
2022 Q4	$4.4M	Sell	102,382 -3,895	-4%	-$166K	2.95%	17
2022 Q3	$4.15M	Buy	106,277 +4,785	+5%	+$203K	2.97%	16
2022 Q2	$4.18M	Sell	101,492 -2,337	-2%	-$105K	2.83%	15
2022 Q1	$4.94M	Buy	103,829 +3,442	+3%	+$161K	2.94%	17
2021 Q4	$5.09M	Buy	100,387 +2,240	+2%	+$110K	2.9%	15
2021 Q3	$4.58M	Buy	98,147 +226	+0.2%	+$10.6K	2.75%	14
2021 Q2	$4.5M	Sell	97,921 -84,821	-46%	-$3.93M	2.73%	16
2021 Q1	$8.06M	Sell	182,742 -17,214	-9%	-$734K	5.22%	7
2020 Q4	$7.95M	Buy	199,956 +10,103	+5%	+$362K	5.39%	9
2020 Q3	$5.87M	Buy	189,853 +33,004	+21%	+$1.03M	4.36%	10
2020 Q2	$4.66M	Buy	+156,849	New	+$4.64M	3.7%	12

Other funds holding OMFL

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

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

Leicht Financial Planning & Wealth Management's OMFL Position: Q1 2023 in Review

Leicht Financial Planning & Wealth Management sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q1 2023, closing a stake of 102,382 shares — an estimated $4.4M sold.

Leicht Financial Planning & Wealth Management first reported a position in OMFL in Q2 2020 and held it in 11 quarters. The position peaked at $8.06M in Q1 2021. 152 funds tracked by Wall St. Rank hold OMFL as of Q1 2023.

Leicht Financial Planning & Wealth Management reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q1 2023 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 102,382 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2023, an estimated $4.4M.
Leicht Financial Planning & Wealth Management first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q2 2020 and held it in 11 quarters.
Leicht Financial Planning & Wealth Management's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $8.06M in Q1 2021.
152 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2023.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.