Proactive Wealth Strategies’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Proactive Wealth Strategies’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 Q3	$1.52M	Sell	30,794 -971	-3%	-$50.8K	0.23%	97
2026 Q2	$1.69M	Buy	31,765 +104	+0.3%	+$5.21K	0.27%	87
2026 Q1	$1.43M	Buy	31,661 +15,780	+99%	+$737K	0.27%	85
2025 Q4	$706K	Sell	15,881 -16,674	-51%	-$735K	0.28%	82
2025 Q3	$1.43M	Sell	32,555 -483	-1%	-$20.3K	0.62%	56
2025 Q2	$1.32M	Sell	33,038 -824	-2%	-$31.6K	0.63%	56
2025 Q1	$1.29M	Sell	33,862 -333	-1%	-$13.2K	0.69%	50
2024 Q4	$1.35M	Sell	34,195 -214	-0.6%	-$8.81K	0.7%	48
2024 Q3	$1.36M	Buy	+34,409	New	+$1.3M	0.76%	43

Other funds holding OMFS

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Solano Wealth Investment Advisors Fairfield, California $221M AUM 13.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Proactive Wealth Strategies's OMFS Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) stake by 3.1% in Q3 2026, selling an estimated $50.8K and leaving 30,794 shares worth $1.52M. The position accounts for 0.23% of the portfolio, ranked #97.

Proactive Wealth Strategies first reported a position in OMFS in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.69M in Q2 2026. 28 funds tracked by Wall St. Rank hold OMFS as of Q3 2026.

Proactive Wealth Strategies held 30,794 shares of Invesco Russell 2000 Dynamic Multifactor ETF worth $1.52M as of Q3 2026.
Proactive Wealth Strategies sold 971 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q3 2026, an estimated $50.8K.
Invesco Russell 2000 Dynamic Multifactor ETF made up 0.23% of Proactive Wealth Strategies's portfolio in Q3 2026, its #97 holding.
Proactive Wealth Strategies first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $1.69M in Q2 2026.
28 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.