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Wealthspire Advisors (New York)’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-954
Closed -$57.5K – 2291
2025
Q3 		$57.5K Buy
+954
New +$56.2K ﹤0.01% 1192

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.37T AUM 24.88% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Wealthspire Advisors (New York)'s OMFL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q4 2025, closing a stake of 954 shares — an estimated $57.5K sold.

Wealthspire Advisors (New York) first reported a position in OMFL in Q3 2025 and held it in 1 quarter. The position peaked at $57.5K in Q3 2025. 275 funds tracked by Wall St. Rank hold OMFL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 954 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q4 2025, an estimated $57.5K.
  • Wealthspire Advisors (New York) first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $57.5K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.