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RVW Wealth’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

RVW Wealth’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
2022
Q1 		– Sell
-5,000
Closed -$210K – 142
2021
Q4 		$210K Buy
+5,000
New +$210K 0.02% 124

Other funds holding OMFS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

RVW Wealth's OMFS Position: Q1 2022 in Review

RVW Wealth sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q1 2022, closing a stake of 5,000 shares — an estimated $210K sold.

RVW Wealth first reported a position in OMFS in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 32 funds tracked by Wall St. Rank hold OMFS as of Q1 2022.

  • RVW Wealth reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q1 2022 after selling out during the quarter.
  • RVW Wealth sold 5,000 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q1 2022, an estimated $210K.
  • RVW Wealth first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q4 2021 and held it in 1 quarter.
  • RVW Wealth's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $210K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q1 2022.

Based on RVW Wealth's 13F filing for Q1 2022, filed 7 Apr 2022.