Running Point Capital Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Running Point Capital Advisors’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
2025 Q4	$2.78M	Sell	45,519 -14,615	-24%	-$882K	0.76%	30
2025 Q3	$3.62M	Buy	60,134 +594	+1%	+$35K	0.97%	23
2025 Q2	$3.44M	Buy	59,540 +2,629	+5%	+$143K	0.95%	24
2025 Q1	$3.03M	Sell	56,911 -2,717	-5%	-$150K	0.96%	24
2024 Q4	$3.23M	Sell	59,628 -12,454	-17%	-$678K	1.11%	23
2024 Q3	$3.82M	Buy	72,082 +939	+1%	+$48K	1.48%	21
2024 Q2	$3.73M	Buy	71,143 +5,483	+8%	+$291K	1.54%	20
2024 Q1	$3.63M	Buy	65,660 +9,914	+18%	+$510K	1.62%	20
2023 Q4	$2.87M	Buy	+55,746	New	+$2.63M	1.4%	20

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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

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

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Running Point Capital Advisors's OMFL Position: Q4 2025 in Review

Running Point Capital Advisors reduced its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 24% in Q4 2025, selling an estimated $882K and leaving 45,519 shares worth $2.78M. The position accounts for 0.76% of the portfolio, ranked #30.

Running Point Capital Advisors first reported a position in OMFL in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.82M in Q3 2024. 276 funds tracked by Wall St. Rank hold OMFL as of Q4 2025.

Running Point Capital Advisors held 45,519 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $2.78M as of Q4 2025.
Running Point Capital Advisors sold 14,615 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q4 2025, an estimated $882K.
Invesco Russell 1000 Dynamic Multifactor ETF made up 0.76% of Running Point Capital Advisors's portfolio in Q4 2025, its #30 holding.
Running Point Capital Advisors first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2023 and has held it in 9 quarters since.
Running Point Capital Advisors's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $3.82M in Q3 2024.
276 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.