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Regal Investment Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Regal Investment Advisors’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
Q3 		– Sell
-8,119
Closed -$426K – 552
2024
Q2 		$426K Buy
+8,119
New +$431K 0.03% 380

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
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Regal Investment Advisors's OMFL Position: Q3 2024 in Review

Regal Investment Advisors sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q3 2024, closing a stake of 8,119 shares — an estimated $426K sold.

Regal Investment Advisors first reported a position in OMFL in Q2 2024 and held it in 1 quarter. The position peaked at $426K in Q2 2024. 266 funds tracked by Wall St. Rank hold OMFL as of Q3 2024.

  • Regal Investment Advisors reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 8,119 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q3 2024, an estimated $426K.
  • Regal Investment Advisors first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q2 2024 and held it in 1 quarter.
  • Regal Investment Advisors's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $426K in Q2 2024.
  • 266 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.