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Retirement Planning Group (New York)’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Retirement Planning Group (New York)’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
2026
Q1 		$1.15M Sell
19,048
-2,359
-11% -$147K 0.74% 28
2025
Q4 		$1.31M Sell
21,407
-508
-2% -$30.7K 0.89% 28
2025
Q3 		$1.32M Sell
21,915
-627
-3% -$36.9K 0.99% 28
2025
Q2 		$1.3M Sell
22,542
-1,792
-7% -$97.8K 1.14% 24
2025
Q1 		$1.3M Sell
24,334
-762
-3% -$42K 1.32% 23
2024
Q4 		$1.36M Buy
+25,096
New +$1.37M 1.5% 20

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Retirement Planning Group (New York)'s OMFL Position: Q1 2026 in Review

Retirement Planning Group (New York) reduced its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 11% in Q1 2026, selling an estimated $147K and leaving 19,048 shares worth $1.15M. The position accounts for 0.74% of the portfolio, ranked #28.

Retirement Planning Group (New York) first reported a position in OMFL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.36M in Q4 2024. 262 funds tracked by Wall St. Rank hold OMFL as of Q1 2026.

  • Retirement Planning Group (New York) held 19,048 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $1.15M as of Q1 2026.
  • Retirement Planning Group (New York) sold 2,359 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2026, an estimated $147K.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up 0.74% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #28 holding.
  • Retirement Planning Group (New York) first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2024 and has held it in 6 quarters since.
  • Retirement Planning Group (New York)'s Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $1.36M in Q4 2024.
  • 262 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.