Wealth Enhancement Advisory Services
OMFL icon

Wealth Enhancement Advisory Services’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$43.3M Buy
626,158
+5,287
+0.9% +$351K 0.07% 237
2026
Q1 		$37.7M Sell
620,871
-362,828
-37% -$22.6M 0.08% 245
2025
Q4 		$62M Sell
983,699
-13,019
-1% -$786K 0.08% 222
2025
Q3 		$60M Sell
996,718
-52,995
-5% -$3.12M 0.09% 215
2025
Q2 		$61M Sell
1,049,713
-31,512
-3% -$1.72M 0.1% 199
2025
Q1 		$57.6M Sell
1,081,225
-19,027
-2% -$1.05M 0.11% 180
2024
Q4 		$59.7M Sell
1,100,252
-132,212
-11% -$7.2M 0.11% 174
2024
Q3 		$65.3M Sell
1,232,464
-39,987
-3% -$2.04M 0.14% 147
2024
Q2 		$66.8M Sell
1,272,451
-128,232
-9% -$6.81M 0.16% 132
2024
Q1 		$77.4M Sell
1,400,683
-27,452
-2% -$1.41M 0.2% 105
2023
Q4 		$73.4M Sell
1,428,135
-61,860
-4% -$2.92M 0.21% 105
2023
Q3 		$68.3M Buy
+1,489,995
New +$72.3M 0.22% 96

Other funds holding OMFL

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM

Wealth Enhancement Advisory Services's OMFL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 0.85% in Q2 2026, buying an estimated $351K and bringing the position to 626,158 shares worth $43.3M. The position accounts for 0.07% of the portfolio, ranked #237.

Wealth Enhancement Advisory Services first reported a position in OMFL in Q3 2023 and has held it in 12 quarters since. The position peaked at $77.4M in Q1 2024. 37 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 626,158 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $43.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,287 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $351K.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #237 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $77.4M in Q1 2024.
  • 37 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.