Smart Money Group’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Smart Money Group’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	-14,241	Closed	-$732K	–	91
2023 Q4	$732K	Sell	14,241 -5,306	-27%	-$250K	0.32%	40
2023 Q3	$896K	Sell	19,547 -135	-0.7%	-$6.55K	0.43%	37
2023 Q2	$964K	Buy	+19,682	New	+$933K	0.46%	35

Other funds holding OMFL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Smart Money Group's OMFL Position: Q1 2024 in Review

Smart Money Group sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q1 2024, closing a stake of 14,241 shares — an estimated $732K sold.

Smart Money Group first reported a position in OMFL in Q2 2023 and held it in 3 quarters. The position peaked at $964K in Q2 2023. 261 funds tracked by Wall St. Rank hold OMFL as of Q1 2024.

Smart Money Group reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q1 2024 after selling out during the quarter.
Smart Money Group sold 14,241 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2024, an estimated $732K.
Smart Money Group first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q2 2023 and held it in 3 quarters.
Smart Money Group's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $964K in Q2 2023.
261 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2024.

Based on Smart Money Group's 13F filing for Q1 2024, filed 2 May 2024.