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Sequent Planning’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Sequent Planning’s Portfolio OMFS Stock Details OMFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,482
Closed -$375K – 156
2024
Q2 		$375K Buy
10,482
+346
+3% +$12.4K 0.13% 100
2024
Q1 		$383K Buy
+10,136
New +$383K 0.14% 99