LAS
OMFS icon

LWM Advisory Services’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

LWM Advisory Services’s Portfolio OMFS Stock Details OMFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-20,882
Closed -$811K – 120
2022
Q1 		$811K Sell
20,882
-3,595
-15% -$140K 1.01% 22
2021
Q4 		$1.03M Buy
+24,477
New +$1.03M 1.28% 16

Other funds holding OMFS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LWM Advisory Services's OMFS Position: Q2 2022 in Review

LWM Advisory Services sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q2 2022, closing a stake of 20,882 shares — an estimated $811K sold.

LWM Advisory Services first reported a position in OMFS in Q4 2021 and held it in 2 quarters. The position peaked at $1.03M in Q4 2021. 33 funds tracked by Wall St. Rank hold OMFS as of Q2 2022.

  • LWM Advisory Services reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q2 2022 after selling out during the quarter.
  • LWM Advisory Services sold 20,882 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q2 2022, an estimated $811K.
  • LWM Advisory Services first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q4 2021 and held it in 2 quarters.
  • LWM Advisory Services's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $1.03M in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q2 2022.

Based on LWM Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.