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LM Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

LM Advisors’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 		$39.3M Buy
574,567
+538,842
+1,508% +$35.8M 4.54% 6
2026
Q1 		$595K Sell
35,725
-2,138
-6% -$133K 9.41% 1
2025
Q4 		$619K Sell
37,863
-584,650
-94% -$35.3M 11.13% 1
2025
Q3 		$37.5M Sell
622,513
-5,385
-0.9% -$317K 5.4% 5
2025
Q2 		$36.3M Sell
627,898
-4,587
-0.7% -$250K 4.67% 7
2025
Q1 		$33.7M Buy
632,485
+6,948
+1% +$383K 6.07% 4
2024
Q4 		$33.9M Buy
625,537
+45,031
+8% +$2.45M 6.07% 4
2024
Q3 		$30.2M Sell
580,506
-71,639
-11% -$3.66M 6.15% 4
2024
Q2 		$33.7M Buy
652,145
+4,514
+0.7% +$240K 5.94% 4
2024
Q1 		$35.2M Sell
647,631
-1,736
-0.3% -$89.3K 5.59% 4
2023
Q4 		$33.4M Buy
+649,367
New +$30.6M 6.71% 2

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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LM Advisors's OMFL Position: Q2 2026 in Review

LM Advisors increased its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 1,508% in Q2 2026, buying an estimated $35.8M and bringing the position to 574,567 shares worth $39.3M. The position accounts for 4.54% of the portfolio, ranked #6.

LM Advisors first reported a position in OMFL in Q4 2023 and has held it in 11 quarters since. 269 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

  • LM Advisors held 574,567 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $39.3M as of Q2 2026.
  • LM Advisors bought 538,842 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $35.8M.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up 4.54% of LM Advisors's portfolio in Q2 2026, its #6 holding.
  • LM Advisors first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2023 and has held it in 11 quarters since.
  • 269 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.