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Lloyd Advisory Services’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Lloyd Advisory 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
2026
Q1 		– Sell
-1,396
Closed -$85.3K – 988
2025
Q4 		$85.3K Buy
+1,396
New +$84.3K 0.03% 201

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Lloyd Advisory Services's OMFL Position: Q1 2026 in Review

Lloyd Advisory Services sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q1 2026, closing a stake of 1,396 shares — an estimated $85.3K sold.

Lloyd Advisory Services first reported a position in OMFL in Q4 2025 and held it in 1 quarter. The position peaked at $85.3K in Q4 2025. 263 funds tracked by Wall St. Rank hold OMFL as of Q1 2026.

  • Lloyd Advisory Services reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,396 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2026, an estimated $85.3K.
  • Lloyd Advisory Services first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $85.3K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.