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

Prosperity 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
2024
Q1 		– Sell
-8,361
Closed -$430K – 194
2023
Q4 		$430K Buy
+8,361
New +$394K 0.28% 61
2023
Q2 		– Sell
-12,446
Closed -$579K – 182
2023
Q1 		$579K Buy
+12,446
New +$571K 0.46% 43

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Prosperity Wealth Management's OMFL Position: Q1 2024 in Review

Prosperity Wealth Management sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q1 2024, closing a stake of 8,361 shares — an estimated $430K sold.

Prosperity Wealth Management first reported a position in OMFL in Q1 2023 and held it in 2 quarters. The position peaked at $579K in Q1 2023. 261 funds tracked by Wall St. Rank hold OMFL as of Q1 2024.

  • Prosperity Wealth Management reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q1 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 8,361 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2024, an estimated $430K.
  • Prosperity Wealth Management first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q1 2023 and held it in 2 quarters.
  • Prosperity Wealth Management's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $579K in Q1 2023.
  • 261 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2024.

Based on Prosperity Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.