LF
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LifeSteps Financial’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

LifeSteps Financial’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 		$2.95K Buy
+43
New +$2.85K ﹤0.01% 614
2024
Q2 		– Sell
-43
Closed -$2.38K – 304
2024
Q1 		$2.38K Buy
+43
New +$2.21K ﹤0.01% 386

Other funds holding OMFL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

LifeSteps Financial's OMFL Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q2 2026: 43 shares worth $2.95K. The stake represents ﹤0.01% of the portfolio and ranks #614 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in OMFL as recently as Q1 2024.

LifeSteps Financial first reported a position in OMFL in Q1 2024 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

  • LifeSteps Financial held 43 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $2.95K as of Q2 2026.
  • Invesco Russell 1000 Dynamic Multifactor ETF was a new LifeSteps Financial position in Q2 2026.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #614 holding.
  • LifeSteps Financial first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q1 2024 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.