OFS
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Orrstown Financial Services’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Orrstown Financial Services’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
2026
Q2 		$267K Sell
5,000
-2,500
-33% -$125K 0.04% 114
2026
Q1 		$339K Hold
7,500
– – 0.06% 107
2025
Q4 		$334K Sell
7,500
-600
-7% -$26.4K 0.06% 107
2025
Q3 		$356K Sell
8,100
-4,238
-34% -$178K 0.06% 111
2025
Q2 		$495K Sell
12,338
-2,799
-18% -$107K 0.1% 95
2025
Q1 		$575K Sell
15,137
-325
-2% -$12.8K 0.14% 81
2024
Q4 		$612K Sell
15,462
-12,978
-46% -$534K 0.16% 79
2024
Q3 		$1.12M Buy
28,440
+505
+2% +$19.1K 0.33% 55
2024
Q2 		$1.01M Buy
27,935
+3,395
+14% +$124K 0.54% 27
2024
Q1 		$927K Buy
24,540
+2,288
+10% +$83.9K 0.52% 31
2023
Q4 		$863K Buy
+22,252
New +$774K 0.69% 26

Other funds holding OMFS

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Orrstown Financial Services's OMFS Position: Q2 2026 in Review

Orrstown Financial Services reduced its Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) stake by 33% in Q2 2026, selling an estimated $125K and leaving 5,000 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #114.

Orrstown Financial Services first reported a position in OMFS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q3 2024. 7 funds tracked by Wall St. Rank hold OMFS as of Q2 2026.

  • Orrstown Financial Services held 5,000 shares of Invesco Russell 2000 Dynamic Multifactor ETF worth $267K as of Q2 2026.
  • Orrstown Financial Services sold 2,500 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $125K.
  • Invesco Russell 2000 Dynamic Multifactor ETF made up 0.04% of Orrstown Financial Services's portfolio in Q2 2026, its #114 holding.
  • Orrstown Financial Services first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q4 2023 and has held it in 11 quarters since.
  • Orrstown Financial Services's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $1.12M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q2 2026.

Based on Orrstown Financial Services's 13F filing for Q2 2026, filed 10 Jul 2026.