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Mariner Independent Advisor Network’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$8.99M Buy
230,104
+12,205
+6% +$518K 0.39% 56
2022
Q2 		$9.08M Buy
217,899
+61,316
+39% +$2.75M 0.38% 59
2022
Q1 		$7.46M Buy
156,583
+33,835
+28% +$1.59M 0.29% 89
2021
Q4 		$6.2M Buy
+122,748
New +$6.05M 0.29% 82

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
KPW
Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

Mariner Independent Advisor Network's OMFL Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 5.6% in Q3 2022, buying an estimated $518K and bringing the position to 230,104 shares worth $8.99M. The position accounts for 0.39% of the portfolio, ranked #56.

Mariner Independent Advisor Network first reported a position in OMFL in Q4 2021 and has held it in 4 quarters since. The position peaked at $9.08M in Q2 2022. 114 funds tracked by Wall St. Rank hold OMFL as of Q3 2022.

  • Mariner Independent Advisor Network held 230,104 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $8.99M as of Q3 2022.
  • Mariner Independent Advisor Network bought 12,205 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q3 2022, an estimated $518K.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up 0.39% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #56 holding.
  • Mariner Independent Advisor Network first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2021 and has held it in 4 quarters since.
  • Mariner Independent Advisor Network's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $9.08M in Q2 2022.
  • 114 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.