Sowell Financial Services’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Sowell Financial Services’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	$1.07M	Sell	15,651 -666	-4%	-$44.2K	0.04%	448
2026 Q1	$981K	Sell	16,317 -1,318	-7%	-$82.1K	0.04%	441
2025 Q4	$1.08M	Buy	17,635 +2,484	+16%	+$150K	0.04%	416
2025 Q3	$913K	Sell	15,151 -3,561	-19%	-$210K	0.04%	452
2025 Q2	$1.08M	Buy	18,712 +272	+1%	+$14.8K	0.04%	389
2025 Q1	$983K	Buy	18,440 +2,443	+15%	+$135K	0.04%	389
2024 Q4	$867K	Buy	+15,997	New	+$871K	0.05%	331

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

Sowell Financial Services's OMFL Position: Q2 2026 in Review

Sowell Financial Services reduced its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 4.1% in Q2 2026, selling an estimated $44.2K and leaving 15,651 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #448.

Sowell Financial Services first reported a position in OMFL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q2 2025. 269 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

Sowell Financial Services held 15,651 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $1.07M as of Q2 2026.
Sowell Financial Services sold 666 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $44.2K.
Invesco Russell 1000 Dynamic Multifactor ETF made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #448 holding.
Sowell Financial Services first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
Sowell Financial Services's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $1.08M in Q2 2025.
269 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.