Snider Financial Group’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Snider Financial 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	-75,611	Closed	-$3.89M	–	64
2023 Q4	$3.89M	Buy	75,611 +879	+1%	+$41.5K	1.79%	20
2023 Q3	$3.43M	Buy	74,732 +85	+0.1%	+$4.13K	1.66%	18
2023 Q2	$3.66M	Buy	74,647 +833	+1%	+$39.5K	1.75%	20
2023 Q1	$3.43M	Sell	73,814 -724	-1%	-$33.2K	1.83%	19
2022 Q4	$3.2M	Sell	74,538 -1,028	-1%	-$43.9K	1.77%	18
2022 Q3	$3.1M	Buy	75,566 +774	+1%	+$32.8K	1.69%	21
2022 Q2	$3.08M	Buy	+74,792	New	+$3.36M	1.68%	22

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

Snider Financial Group's OMFL Position: Q1 2024 in Review

Snider Financial Group sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q1 2024, closing a stake of 75,611 shares — an estimated $3.89M sold.

Snider Financial Group first reported a position in OMFL in Q2 2022 and held it in 7 quarters. The position peaked at $3.89M in Q4 2023. 261 funds tracked by Wall St. Rank hold OMFL as of Q1 2024.

Snider Financial Group reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q1 2024 after selling out during the quarter.
Snider Financial Group sold 75,611 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2024, an estimated $3.89M.
Snider Financial Group first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q2 2022 and held it in 7 quarters.
Snider Financial Group's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $3.89M in Q4 2023.
261 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2024.

Based on Snider Financial Group's 13F filing for Q1 2024, filed 30 Apr 2024.