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NBZ Investment Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

NBZ Investment 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
2025
Q3 		– Sell
-63,936
Closed -$3.69M – 68
2025
Q2 		$3.69M Sell
63,936
-29,059
-31% -$1.59M 2.1% 14
2025
Q1 		$4.96M Sell
92,995
-157,090
-63% -$8.66M 2.85% 13
2024
Q4 		$13.6M Buy
+250,085
New +$13.6M 7.57% 4

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
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

NBZ Investment Advisors's OMFL Position: Q3 2025 in Review

NBZ Investment Advisors sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q3 2025, closing a stake of 63,936 shares — an estimated $3.69M sold.

NBZ Investment Advisors first reported a position in OMFL in Q4 2024 and held it in 3 quarters. The position peaked at $13.6M in Q4 2024. 244 funds tracked by Wall St. Rank hold OMFL as of Q3 2025.

  • NBZ Investment Advisors reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q3 2025 after selling out during the quarter.
  • NBZ Investment Advisors sold 63,936 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q3 2025, an estimated $3.69M.
  • NBZ Investment Advisors first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2024 and held it in 3 quarters.
  • NBZ Investment Advisors's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $13.6M in Q4 2024.
  • 244 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q3 2025.

Based on NBZ Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.