ORG Wealth Partners’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

ORG Wealth Partners’s Portfolio OMFS Stock Details OMFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-180	Closed	-$7.28K	–	683
2025 Q2	$7.28K	Hold	180	–	–	﹤0.01%	517
2025 Q1	$6.86K	Sell	180 -8	-4%	-$316	﹤0.01%	577
2024 Q4	$7.44K	Sell	188 -5,686	-97%	-$234K	﹤0.01%	393
2024 Q3	$232K	Buy	+5,874	New	+$222K	0.08%	118

Other funds holding OMFS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWIA

Solano Wealth Investment Advisors Fairfield, California $201M AUM 14.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

ORG Wealth Partners sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q3 2025, closing a stake of 180 shares — an estimated $7.28K sold.

ORG Wealth Partners first reported a position in OMFS in Q3 2024 and held it in 4 quarters. The position peaked at $232K in Q3 2024. 63 funds tracked by Wall St. Rank hold OMFS as of Q3 2025.

ORG Wealth Partners reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q3 2025 after selling out during the quarter.
ORG Wealth Partners sold 180 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q3 2025, an estimated $7.28K.
ORG Wealth Partners first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q3 2024 and held it in 4 quarters.
ORG Wealth Partners's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $232K in Q3 2024.
63 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q3 2025.

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