Simplicity Wealth’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Simplicity Wealth’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	$942K	Buy	13,737 +5,000	+57%	+$332K	0.03%	437
2026 Q1	$525K	Buy	8,737 +102	+1%	+$6.35K	0.03%	444
2025 Q4	$528K	Buy	8,635 +4,125	+91%	+$249K	0.03%	415
2025 Q3	$272K	Sell	4,510 -2,694	-37%	-$159K	0.02%	588
2025 Q2	$416K	Buy	7,204 +2,736	+61%	+$149K	0.02%	496
2025 Q1	$238K	Buy	+4,468	New	+$246K	0.02%	479
2024 Q4	–	Sell	-10,222	Closed	-$542K	–	459
2024 Q3	$542K	Sell	10,222 -85	-0.8%	-$4.34K	0.05%	277
2024 Q2	$541K	Buy	10,307 +5,722	+125%	+$304K	0.01%	722
2024 Q1	$253K	Buy	+4,585	New	+$236K	0.01%	983

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

Simplicity Wealth's OMFL Position: Q2 2026 in Review

Simplicity Wealth increased its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 57% in Q2 2026, buying an estimated $332K and bringing the position to 13,737 shares worth $942K. The position accounts for 0.03% of the portfolio, ranked #437.

Simplicity Wealth first reported a position in OMFL in Q1 2024 and has held it in 9 quarters since. 269 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

Simplicity Wealth held 13,737 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $942K as of Q2 2026.
Simplicity Wealth bought 5,000 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $332K.
Invesco Russell 1000 Dynamic Multifactor ETF made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #437 holding.
Simplicity Wealth first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q1 2024 and has held it in 9 quarters since.
269 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.