Triad Wealth Partners’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
31,441
-7,710
| -20% | -$445K | 0.37% | 55 |
|
|
2025
Q1 | $2.09M | Sell |
39,151
-24,970
| -39% | -$1.33M | 0.65% | 35 |
|
|
2024
Q4 | $3.48M | Sell |
64,121
-180,489
| -74% | -$9.79M | 1.26% | 19 |
|
|
2024
Q3 | $13M | Buy |
244,610
+2,839
| +1% | +$150K | 6.89% | 3 |
|
|
2024
Q2 | $12.7M | Buy |
241,771
+37,410
| +18% | +$1.96M | 6.65% | 4 |
|
|
2024
Q1 | $11.3M | Buy |
+204,361
| New | +$11.3M | 8.66% | 4 |
|