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Sigma Planning Corp’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Sigma Planning Corp’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
Q1 		$669K Sell
11,131
-195
-2% -$12.1K 0.02% 727
2025
Q4 		$692K Buy
11,326
+519
+5% +$31.3K 0.02% 673
2025
Q3 		$651K Buy
10,807
+302
+3% +$17.8K 0.02% 703
2025
Q2 		$607K Sell
10,505
-250
-2% -$13.6K 0.02% 701
2025
Q1 		$573K Buy
10,755
+1,881
+21% +$104K 0.02% 672
2024
Q4 		$481K Sell
8,874
-199
-2% -$10.8K 0.02% 756
2024
Q3 		$481K Sell
9,073
-298
-3% -$15.2K 0.01% 757
2024
Q2 		$492K Buy
9,371
+2
+0% +$106 0.02% 726
2024
Q1 		$517K Sell
9,369
-14,659
-61% -$754K 0.02% 744
2023
Q4 		$1.24M Buy
24,028
+18,096
+305% +$854K 0.1% 227
2023
Q3 		$272K Sell
5,932
-6,635
-53% -$322K 0.01% 959
2023
Q2 		$616K Buy
+12,567
New +$596K 0.02% 644

Other funds holding OMFL

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Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return