SW
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SteelPeak Wealth’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

SteelPeak Wealth’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 		$2.44M Sell
35,552
-202
-0.6% -$13.4K 0.06% 205
2026
Q1 		$2.15M Sell
35,754
-747
-2% -$46.5K 0.07% 212
2025
Q4 		$2.23M Sell
36,501
-139
-0.4% -$8.39K 0.07% 187
2025
Q3 		$2.21M Buy
+36,640
New +$2.16M 0.07% 200

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SteelPeak Wealth's OMFL Position: Q2 2026 in Review

SteelPeak Wealth reduced its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 0.56% in Q2 2026, selling an estimated $13.4K and leaving 35,552 shares worth $2.44M. The position accounts for 0.06% of the portfolio, ranked #205.

SteelPeak Wealth first reported a position in OMFL in Q3 2025 and has held it in 4 quarters since. 269 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

  • SteelPeak Wealth held 35,552 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $2.44M as of Q2 2026.
  • SteelPeak Wealth sold 202 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $13.4K.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up 0.06% of SteelPeak Wealth's portfolio in Q2 2026, its #205 holding.
  • SteelPeak Wealth first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q3 2025 and has held it in 4 quarters since.
  • 269 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.