Richards, Merrill & Peterson’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Richards, Merrill & Peterson’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 Q2	$210K	Buy	3,070 +91	+3%	+$6.04K	0.07%	188
2026 Q1	$179K	Buy	2,979 +105	+4%	+$6.54K	0.07%	188
2025 Q4	$176K	Sell	2,874 -36	-1%	-$2.17K	0.07%	175
2025 Q3	$175K	Buy	2,910 +35	+1%	+$2.06K	0.08%	166
2025 Q2	$166K	Buy	2,875 +238	+9%	+$13K	0.08%	158
2025 Q1	$141K	Buy	2,637 +5	+0.2%	+$276	0.07%	167
2024 Q4	$143K	Buy	+2,632	New	+$143K	0.07%	158

Other funds holding OMFL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Richards, Merrill & Peterson's OMFL Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 3.1% in Q2 2026, buying an estimated $6.04K and bringing the position to 3,070 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #188.

Richards, Merrill & Peterson first reported a position in OMFL in Q4 2024 and has held it in 7 quarters since. 269 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

Richards, Merrill & Peterson held 3,070 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $210K as of Q2 2026.
Richards, Merrill & Peterson bought 91 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $6.04K.
Invesco Russell 1000 Dynamic Multifactor ETF made up 0.07% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #188 holding.
Richards, Merrill & Peterson first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
269 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.