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ORG Wealth Partners’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

ORG Wealth Partners’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
-256
Closed -$14.8K – 682
2025
Q2 		$14.8K Hold
256
– – ﹤0.01% 463
2025
Q1 		$13.7K Sell
256
-11
-4% -$606 ﹤0.01% 503
2024
Q4 		$14.5K Sell
267
-7,969
-97% -$434K ﹤0.01% 359
2024
Q3 		$436K Buy
+8,236
New +$421K 0.15% 74

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

ORG Wealth Partners's OMFL Position: Q3 2025 in Review

ORG Wealth Partners sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q3 2025, closing a stake of 256 shares — an estimated $14.8K sold.

ORG Wealth Partners first reported a position in OMFL in Q3 2024 and held it in 4 quarters. The position peaked at $436K in Q3 2024. 244 funds tracked by Wall St. Rank hold OMFL as of Q3 2025.

  • ORG Wealth Partners reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q3 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 256 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q3 2025, an estimated $14.8K.
  • ORG Wealth Partners first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q3 2024 and held it in 4 quarters.
  • ORG Wealth Partners's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $436K in Q3 2024.
  • 244 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.