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

Muirfield 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	$1.59M	Buy	26,388 +259	+1%	+$16.1K	1.17%	20
2025 Q4	$1.6M	Buy	26,129 +416	+2%	+$25.1K	1.17%	21
2025 Q3	$1.55M	Sell	25,713 -43	-0.2%	-$2.53K	1.15%	24
2025 Q2	$1.49M	Buy	25,756 +4,314	+20%	+$235K	1.18%	22
2025 Q1	$1.14M	Buy	21,442 +153	+0.7%	+$8.44K	0.97%	26
2024 Q4	$1.15M	Buy	21,289 +803	+4%	+$43.7K	0.95%	27
2024 Q3	$1.09M	Buy	20,486 +377	+2%	+$19.3K	0.92%	24
2024 Q2	$1.06M	Buy	20,109 +2,463	+14%	+$131K	0.99%	25
2024 Q1	$975K	Buy	17,646 +647	+4%	+$33.3K	0.94%	26
2023 Q4	$874K	Buy	+16,999	New	+$802K	0.93%	27

Other funds holding OMFL

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

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 San Diego, California $376B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return