SW
OMFL icon

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

FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $150M AUM 27.43% 1-Year Est. Return