ORBA Wealth Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
23,378
-23,997
| -51% | -$1.39M | 1.23% | 27 |
|
|
2025
Q1 | $2.53M | Sell |
47,375
-719
| -1% | -$38.3K | 1.27% | 27 |
|
|
2024
Q4 | $2.61M | Sell |
48,094
-10,427
| -18% | -$565K | 1.36% | 27 |
|
|
2024
Q3 | $3.1M | Sell |
58,521
-10,494
| -15% | -$556K | 1.57% | 22 |
|
|
2024
Q2 | $3.62M | Buy |
69,015
+5,470
| +9% | +$287K | 1.87% | 19 |
|
|
2024
Q1 | $3.51M | Buy |
63,545
+5,671
| +10% | +$313K | 1.94% | 18 |
|
|
2023
Q4 | $2.98M | Buy |
+57,874
| New | +$2.98M | 1.78% | 20 |
|