Wealth Enhancement Advisory Services
OMFS icon

Wealth Enhancement Advisory Services’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio OMFS Stock Details OMFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$329K Sell
6,221
-928
-13% -$46.5K ﹤0.01% 3109
2026
Q1 		$327K Sell
7,149
-17,449
-71% -$815K ﹤0.01% 2685
2025
Q4 		$1.13M Sell
24,598
-420
-2% -$18.5K ﹤0.01% 1871
2025
Q3 		$1.09M Buy
25,018
+985
+4% +$41.5K ﹤0.01% 1793
2025
Q2 		$991K Buy
24,033
+15,577
+184% +$597K ﹤0.01% 1761
2025
Q1 		$321K Buy
+8,456
New +$334K ﹤0.01% 2395

Other funds holding OMFS

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) stake by 13% in Q2 2026, selling an estimated $46.5K and leaving 6,221 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #3109.

Wealth Enhancement Advisory Services first reported a position in OMFS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2025. 7 funds tracked by Wall St. Rank hold OMFS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,221 shares of Invesco Russell 2000 Dynamic Multifactor ETF worth $329K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 928 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $46.5K.
  • Invesco Russell 2000 Dynamic Multifactor ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3109 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q1 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $1.13M in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q2 2026.

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