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

Medallion Wealth 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
Q1 		$23.9K Hold
398
– – 0.01% 623
2025
Q4 		$24.3K Hold
398
– – 0.01% 608
2025
Q3 		$24K Hold
398
– – 0.01% 603
2025
Q2 		$22.9K Buy
+398
New +$21.7K 0.01% 598

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Medallion Wealth Advisors's OMFL Position: Q1 2026 in Review

Medallion Wealth Advisors held its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) position steady in Q1 2026 at 398 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #623.

Medallion Wealth Advisors first reported a position in OMFL in Q2 2025 and has held it in 4 quarters since. The position peaked at $24.3K in Q4 2025. 262 funds tracked by Wall St. Rank hold OMFL as of Q1 2026.

  • Medallion Wealth Advisors held 398 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $23.9K as of Q1 2026.
  • Medallion Wealth Advisors left its Invesco Russell 1000 Dynamic Multifactor ETF share count unchanged in Q1 2026.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #623 holding.
  • Medallion Wealth Advisors first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q2 2025 and has held it in 4 quarters since.
  • Medallion Wealth Advisors's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $24.3K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.