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Security National Bank’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Security National Bank’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
2024
Q1 		– Sell
-1,132
Closed -$58.2K – 307
2023
Q4 		$58.2K Buy
+1,132
New +$53.4K 0.01% 185

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Security National Bank's OMFL Position: Q1 2024 in Review

Security National Bank sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q1 2024, closing a stake of 1,132 shares — an estimated $58.2K sold.

Security National Bank first reported a position in OMFL in Q4 2023 and held it in 1 quarter. The position peaked at $58.2K in Q4 2023. 261 funds tracked by Wall St. Rank hold OMFL as of Q1 2024.

  • Security National Bank reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q1 2024 after selling out during the quarter.
  • Security National Bank sold 1,132 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2024, an estimated $58.2K.
  • Security National Bank first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2023 and held it in 1 quarter.
  • Security National Bank's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $58.2K in Q4 2023.
  • 261 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2024.

Based on Security National Bank's 13F filing for Q1 2024, filed 15 Apr 2024.