Triad Wealth Partners’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Triad Wealth Partners’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 Q1	$3.39M	Buy	56,407 +14,541	+35%	+$905K	0.27%	73
2025 Q4	$2.56M	Buy	41,866 +10,794	+35%	+$652K	0.24%	79
2025 Q3	$1.87M	Sell	31,072 -369	-1%	-$21.7K	0.24%	71
2025 Q2	$1.82M	Sell	31,441 -7,710	-20%	-$421K	0.37%	55
2025 Q1	$2.09M	Sell	39,151 -24,970	-39%	-$1.38M	0.65%	35
2024 Q4	$3.48M	Sell	64,121 -180,489	-74%	-$9.83M	1.26%	19
2024 Q3	$13M	Buy	244,610 +2,839	+1%	+$145K	6.89%	3
2024 Q2	$12.7M	Buy	241,771 +37,410	+18%	+$1.99M	6.65%	4
2024 Q1	$11.3M	Buy	+204,361	New	+$10.5M	8.66%	4

Other funds holding OMFL

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Triad Wealth Partners's OMFL Position: Q1 2026 in Review

Triad Wealth Partners increased its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 35% in Q1 2026, buying an estimated $905K and bringing the position to 56,407 shares worth $3.39M. The position accounts for 0.27% of the portfolio, ranked #73.

Triad Wealth Partners first reported a position in OMFL in Q1 2024 and has held it in 9 quarters since. The position peaked at $13M in Q3 2024. 262 funds tracked by Wall St. Rank hold OMFL as of Q1 2026.

Triad Wealth Partners held 56,407 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $3.39M as of Q1 2026.
Triad Wealth Partners bought 14,541 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q1 2026, an estimated $905K.
Invesco Russell 1000 Dynamic Multifactor ETF made up 0.27% of Triad Wealth Partners's portfolio in Q1 2026, its #73 holding.
Triad Wealth Partners first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q1 2024 and has held it in 9 quarters since.
Triad Wealth Partners's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $13M in Q3 2024.
262 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.