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Sound Financial Strategies Group’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Sound Financial Strategies Group’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
2024
Q4 		– Sell
-6,749
Closed -$267K – 101
2024
Q3 		$267K Sell
6,749
-47
-0.7% -$1.78K 0.21% 77
2024
Q2 		$247K Buy
+6,796
New +$247K 0.21% 76

Other funds holding OMFS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
SWIA
Solano Wealth Investment Advisors Fairfield, California $201M AUM 14.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Sound Financial Strategies Group sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q4 2024, closing a stake of 6,749 shares — an estimated $267K sold.

Sound Financial Strategies Group first reported a position in OMFS in Q2 2024 and held it in 2 quarters. The position peaked at $267K in Q3 2024. 59 funds tracked by Wall St. Rank hold OMFS as of Q4 2024.

  • Sound Financial Strategies Group reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q4 2024 after selling out during the quarter.
  • Sound Financial Strategies Group sold 6,749 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q4 2024, an estimated $267K.
  • Sound Financial Strategies Group first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q2 2024 and held it in 2 quarters.
  • Sound Financial Strategies Group's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $267K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q4 2024.

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