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Northwest Financial Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-175
Closed -$9.27K – 397
2024
Q3 		$9.27K Buy
+175
New +$8.95K 0.01% 401
2024
Q1 		– Sell
-173
Closed -$8.9K – 378
2023
Q4 		$8.9K Buy
+173
New +$8.16K 0.01% 391

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 $2.68B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Northwest Financial Advisors's OMFL Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q4 2024, closing a stake of 175 shares — an estimated $9.27K sold.

Northwest Financial Advisors first reported a position in OMFL in Q4 2023 and held it in 2 quarters. The position peaked at $9.27K in Q3 2024. 269 funds tracked by Wall St. Rank hold OMFL as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 175 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q4 2024, an estimated $9.27K.
  • Northwest Financial Advisors first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $9.27K in Q3 2024.
  • 269 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.