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

WestEnd 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
2022
Q4 		– Sell
-3,487
Closed -$136K – 319
2022
Q3 		$136K Buy
+3,487
New +$148K ﹤0.01% 53

Other funds holding OMFL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

WestEnd Advisors's OMFL Position: Q4 2022 in Review

WestEnd Advisors sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q4 2022, closing a stake of 3,487 shares — an estimated $136K sold.

WestEnd Advisors first reported a position in OMFL in Q3 2022 and held it in 1 quarter. The position peaked at $136K in Q3 2022. 124 funds tracked by Wall St. Rank hold OMFL as of Q4 2022.

  • WestEnd Advisors reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q4 2022 after selling out during the quarter.
  • WestEnd Advisors sold 3,487 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q4 2022, an estimated $136K.
  • WestEnd Advisors first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q3 2022 and held it in 1 quarter.
  • WestEnd Advisors's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $136K in Q3 2022.
  • 124 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q4 2022.

Based on WestEnd Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.