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

WealthPLAN 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
2023
Q3 		– Sell
-243
Closed -$11.9K – 870
2023
Q2 		$11.9K Hold
243
– – ﹤0.01% 762
2023
Q1 		$11.3K Buy
+243
New +$11.2K ﹤0.01% 832

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPLAN Partners's OMFL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q3 2023, closing a stake of 243 shares — an estimated $11.9K sold.

WealthPLAN Partners first reported a position in OMFL in Q1 2023 and held it in 2 quarters. The position peaked at $11.9K in Q2 2023. 205 funds tracked by Wall St. Rank hold OMFL as of Q3 2023.

  • WealthPLAN Partners reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 243 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q3 2023, an estimated $11.9K.
  • WealthPLAN Partners first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $11.9K in Q2 2023.
  • 205 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.