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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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWIA
Solano Wealth Investment Advisors Fairfield, California $201M AUM 14.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Richmond Investment Services's OMFS Position: Q1 2026 in Review

Richmond Investment Services opened a new position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q1 2026: 4,476 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #248 among its holdings. This is a return to the name: Richmond Investment Services previously reported a position in OMFS as recently as Q3 2025.

Richmond Investment Services first reported a position in OMFS in Q2 2025 and has held it in 3 quarters since. The position peaked at $258K in Q2 2025. 55 funds tracked by Wall St. Rank hold OMFS as of Q1 2026.

  • Richmond Investment Services held 4,476 shares of Invesco Russell 2000 Dynamic Multifactor ETF worth $203K as of Q1 2026.
  • Invesco Russell 2000 Dynamic Multifactor ETF was a new Richmond Investment Services position in Q1 2026.
  • Invesco Russell 2000 Dynamic Multifactor ETF made up 0.03% of Richmond Investment Services's portfolio in Q1 2026, its #248 holding.
  • Richmond Investment Services first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q2 2025 and has held it in 3 quarters since.
  • Richmond Investment Services's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $258K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.