TFM
OMFL icon

Trademark Financial Management’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Trademark Financial Management’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
2024
Q1 		– Sell
-7,842
Closed -$403K – 84
2023
Q4 		$403K Buy
+7,842
New +$370K 0.3% 70

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Trademark Financial Management's OMFL Position: Q1 2024 in Review

Trademark Financial Management sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q1 2024, closing a stake of 7,842 shares — an estimated $403K sold.

Trademark Financial Management first reported a position in OMFL in Q4 2023 and held it in 1 quarter. The position peaked at $403K in Q4 2023. 261 funds tracked by Wall St. Rank hold OMFL as of Q1 2024.

  • Trademark Financial Management reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q1 2024 after selling out during the quarter.
  • Trademark Financial Management sold 7,842 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2024, an estimated $403K.
  • Trademark Financial Management first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q4 2023 and held it in 1 quarter.
  • Trademark Financial Management's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $403K in Q4 2023.
  • 261 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2024.

Based on Trademark Financial Management's 13F filing for Q1 2024, filed 7 May 2024.