SFSG
OMFL icon

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

Sound Financial Strategies 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
Q4 		– Sell
-9,211
Closed -$488K – 100
2024
Q3 		$488K Sell
9,211
-23
-0.2% -$1.18K 0.39% 70
2024
Q2 		$485K Buy
+9,234
New +$491K 0.42% 66

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sound Financial Strategies Group's OMFL Position: Q4 2024 in Review

Sound Financial Strategies Group sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q4 2024, closing a stake of 9,211 shares — an estimated $488K sold.

Sound Financial Strategies Group first reported a position in OMFL in Q2 2024 and held it in 2 quarters. The position peaked at $488K in Q3 2024. 269 funds tracked by Wall St. Rank hold OMFL as of Q4 2024.

  • Sound Financial Strategies Group reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q4 2024 after selling out during the quarter.
  • Sound Financial Strategies Group sold 9,211 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q4 2024, an estimated $488K.
  • Sound Financial Strategies Group first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q2 2024 and held it in 2 quarters.
  • Sound Financial Strategies Group's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $488K in Q3 2024.
  • 269 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q4 2024.

Based on Sound Financial Strategies Group's 13F filing for Q4 2024, filed 6 Feb 2025.