Sage Mountain Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Sage Mountain 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
2026 Q2	$10.4M	Buy	151,832 +31,032	+26%	+$2.06M	0.64%	23
2026 Q1	$7.26M	Hold	120,800	–	–	0.51%	29
2025 Q4	$7.38M	Sell	120,800 -1,392	-1%	-$84K	0.39%	39
2025 Q3	$7.36M	Buy	+122,192	New	+$7.19M	0.42%	36
2024 Q4	–	Sell	-1,276	Closed	-$67.6K	–	508
2024 Q3	$67.6K	Buy	+1,276	New	+$65.2K	0.01%	432

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

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

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Sage Mountain Advisors's OMFL Position: Q2 2026 in Review

Sage Mountain Advisors increased its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 26% in Q2 2026, buying an estimated $2.06M and bringing the position to 151,832 shares worth $10.4M. The position accounts for 0.64% of the portfolio, ranked #23.

Sage Mountain Advisors first reported a position in OMFL in Q3 2024 and has held it in 5 quarters since. 270 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

Sage Mountain Advisors held 151,832 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $10.4M as of Q2 2026.
Sage Mountain Advisors bought 31,032 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $2.06M.
Invesco Russell 1000 Dynamic Multifactor ETF made up 0.64% of Sage Mountain Advisors's portfolio in Q2 2026, its #23 holding.
Sage Mountain Advisors first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q3 2024 and has held it in 5 quarters since.
270 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.