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Oregon Pacific Wealth Management’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Oregon Pacific Wealth Management’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
Q1 		– Sell
-8,625
Closed -$468K – 132
2024
Q4 		$468K Buy
+8,625
New +$470K 0.46% 62

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

Oregon Pacific Wealth Management's OMFL Position: Q1 2025 in Review

Oregon Pacific Wealth Management sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q1 2025, closing a stake of 8,625 shares — an estimated $468K sold.

Oregon Pacific Wealth Management first reported a position in OMFL in Q4 2024 and held it in 1 quarter. The position peaked at $468K in Q4 2024. 262 funds tracked by Wall St. Rank hold OMFL as of Q1 2025.

  • Oregon Pacific Wealth Management reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q1 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 8,625 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2025, an estimated $468K.
  • Oregon Pacific Wealth Management first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2024 and held it in 1 quarter.
  • Oregon Pacific Wealth Management's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $468K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.