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

SignatureFD’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
2023
Q1 		– Sell
-191
Closed -$6.52K – 3350
2022
Q4 		$6.52K Buy
+191
New +$6.63K ﹤0.01% 2328
2022
Q3 		– Sell
-283
Closed -$9K – 3271
2022
Q2 		$9K Buy
+283
New +$10.3K ﹤0.01% 2177
2022
Q1 		– Sell
-1,715
Closed -$72K – 3267
2021
Q4 		$72K Buy
+1,715
New +$72.1K ﹤0.01% 1171

Other funds holding OMFS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SWM
Solano Wealth Management Fairfield, California $183M AUM 14.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SignatureFD's OMFS Position: Q1 2023 in Review

SignatureFD sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q1 2023, closing a stake of 191 shares — an estimated $6.52K sold.

SignatureFD first reported a position in OMFS in Q4 2021 and held it in 3 quarters. The position peaked at $72K in Q4 2021. 40 funds tracked by Wall St. Rank hold OMFS as of Q1 2023.

  • SignatureFD reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q1 2023 after selling out during the quarter.
  • SignatureFD sold 191 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q1 2023, an estimated $6.52K.
  • SignatureFD first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q4 2021 and held it in 3 quarters.
  • SignatureFD's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $72K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q1 2023.

Based on SignatureFD's 13F filing for Q1 2023, filed 28 Apr 2023.