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Litman Gregory Wealth Management’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Litman Gregory 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
2025
Q4 		$24.5K Buy
+400
New +$24.1K ﹤0.01% 260

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Litman Gregory Wealth Management's OMFL Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q4 2025: 400 shares worth $24.5K. The stake represents ﹤0.01% of the portfolio and ranks #260 among its holdings.

275 funds tracked by Wall St. Rank hold OMFL as of Q4 2025.

  • Litman Gregory Wealth Management held 400 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $24.5K as of Q4 2025.
  • Invesco Russell 1000 Dynamic Multifactor ETF was a new Litman Gregory Wealth Management position in Q4 2025.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #260 holding.
  • 275 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.