Robertson Stephens Wealth Management’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Robertson Stephens Wealth Management’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	$277K	Hold	4,036	–	–	0.01%	544
2026 Q1	$243K	Sell	4,036 -25	-0.6%	-$1.56K	0.01%	551
2025 Q4	$248K	Buy	+4,061	New	+$245K	0.01%	555
2023 Q3	–	Sell	-4,825	Closed	-$236K	–	467
2023 Q2	$236K	Hold	4,825	–	–	0.02%	386
2023 Q1	$224K	Buy	+4,825	New	+$221K	0.02%	408

Other funds holding OMFL

APSPRSPT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Robertson Stephens Wealth Management's OMFL Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) position steady in Q2 2026 at 4,036 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #544.

Robertson Stephens Wealth Management first reported a position in OMFL in Q1 2023 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

Robertson Stephens Wealth Management held 4,036 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $277K as of Q2 2026.
Robertson Stephens Wealth Management left its Invesco Russell 1000 Dynamic Multifactor ETF share count unchanged in Q2 2026.
Invesco Russell 1000 Dynamic Multifactor ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #544 holding.
Robertson Stephens Wealth Management first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q1 2023 and has held it in 5 quarters since.
114 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.