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Waverly Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Waverly Advisors’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 		$514K Hold
8,543
– – ﹤0.01% 1074
2025
Q4 		$522K Hold
8,543
– – ﹤0.01% 990
2025
Q3 		$515K Buy
+8,543
New +$503K 0.01% 844

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
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

Waverly Advisors's OMFL Position: Q1 2026 in Review

Waverly Advisors held its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) position steady in Q1 2026 at 8,543 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Waverly Advisors first reported a position in OMFL in Q3 2025 and has held it in 3 quarters since. The position peaked at $522K in Q4 2025. 262 funds tracked by Wall St. Rank hold OMFL as of Q1 2026.

  • Waverly Advisors held 8,543 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $514K as of Q1 2026.
  • Waverly Advisors left its Invesco Russell 1000 Dynamic Multifactor ETF share count unchanged in Q1 2026.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1074 holding.
  • Waverly Advisors first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q3 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $522K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.