Richmond Investment Services’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Richmond Investment Services’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 Q2	–	Sell	-4,476	Closed	-$203K	–	217
2026 Q1	$203K	Buy	+4,476	New	+$209K	0.03%	248
2025 Q4	–	Sell	-4,634	Closed	-$204K	–	242
2025 Q3	$204K	Sell	4,634 -1,804	-28%	-$75.9K	0.04%	219
2025 Q2	$258K	Buy	+6,438	New	+$247K	0.05%	179

Other funds holding OMFS

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SWIA

Solano Wealth Investment Advisors Fairfield, California $220M AUM 20.01% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Richmond Investment Services's OMFS Position: Q2 2026 in Review

Richmond Investment Services sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q2 2026, closing a stake of 4,476 shares — an estimated $203K sold.

Richmond Investment Services first reported a position in OMFS in Q2 2025 and held it in 3 quarters. The position peaked at $258K in Q2 2025. 58 funds tracked by Wall St. Rank hold OMFS as of Q2 2026.

Richmond Investment Services reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 4,476 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $203K.
Richmond Investment Services first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q2 2025 and held it in 3 quarters.
Richmond Investment Services's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $258K in Q2 2025.
58 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.