Nations Financial Group’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Nations Financial Group’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
2024 Q3	–	Sell	-70,913	Closed	-$3.72M	–	686
2024 Q2	$3.72M	Buy	70,913 +4,191	+6%	+$223K	0.3%	76
2024 Q1	$3.69M	Buy	66,722 +2,606	+4%	+$134K	0.31%	74
2023 Q4	$3.3M	Buy	64,116 +46,841	+271%	+$2.21M	0.31%	74
2023 Q3	$792K	Buy	17,275 +564	+3%	+$27.4K	0.08%	266
2023 Q2	$819K	Buy	+16,711	New	+$792K	0.08%	271

Other funds holding OMFL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nations Financial Group's OMFL Position: Q3 2024 in Review

Nations Financial Group sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q3 2024, closing a stake of 70,913 shares — an estimated $3.72M sold.

Nations Financial Group first reported a position in OMFL in Q2 2023 and held it in 5 quarters. The position peaked at $3.72M in Q2 2024. 266 funds tracked by Wall St. Rank hold OMFL as of Q3 2024.

Nations Financial Group reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q3 2024 after selling out during the quarter.
Nations Financial Group sold 70,913 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q3 2024, an estimated $3.72M.
Nations Financial Group first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q2 2023 and held it in 5 quarters.
Nations Financial Group's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $3.72M in Q2 2024.
266 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q3 2024.

Based on Nations Financial Group's 13F filing for Q3 2024, filed 4 Nov 2024.