Tanglewood Legacy Advisors’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Tanglewood Legacy Advisors’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
2025 Q4	–	Sell	-1,000	Closed	-$44K	–	277
2025 Q3	$44K	Hold	1,000	–	–	0.02%	174
2025 Q2	$40.1K	Hold	1,000	–	–	0.02%	182
2025 Q1	$38K	Hold	1,000	–	–	0.02%	188
2024 Q4	$39.6K	Hold	1,000	–	–	0.02%	188
2024 Q3	$39.5K	Hold	1,000	–	–	0.02%	176
2024 Q2	$36.3K	Hold	1,000	–	–	0.02%	178
2024 Q1	$37.8K	Buy	+1,000	New	+$36.7K	0.02%	178

Other funds holding OMFS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWIA

Solano Wealth Investment Advisors Fairfield, California $201M AUM 14.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Tanglewood Legacy Advisors's OMFS Position: Q4 2025 in Review

Tanglewood Legacy Advisors sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q4 2025, closing a stake of 1,000 shares — an estimated $44K sold.

Tanglewood Legacy Advisors first reported a position in OMFS in Q1 2024 and held it in 7 quarters. The position peaked at $44K in Q3 2025. 57 funds tracked by Wall St. Rank hold OMFS as of Q4 2025.

Tanglewood Legacy Advisors reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q4 2025 after selling out during the quarter.
Tanglewood Legacy Advisors sold 1,000 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q4 2025, an estimated $44K.
Tanglewood Legacy Advisors first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q1 2024 and held it in 7 quarters.
Tanglewood Legacy Advisors's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $44K in Q3 2025.
57 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q4 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.