WWM
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Western Wealth Management’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

Western Wealth Management’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
2024
Q3 		– Sell
-10,636
Closed -$386K – 760
2024
Q2 		$386K Buy
+10,636
New +$387K 0.03% 429

Other funds holding OMFS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFP
Traction Financial Partners Encampment, Wyoming $162M AUM 14.21% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Western Wealth Management's OMFS Position: Q3 2024 in Review

Western Wealth Management sold out of Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) in Q3 2024, closing a stake of 10,636 shares — an estimated $386K sold.

Western Wealth Management first reported a position in OMFS in Q2 2024 and held it in 1 quarter. The position peaked at $386K in Q2 2024. 61 funds tracked by Wall St. Rank hold OMFS as of Q3 2024.

  • Western Wealth Management reported no remaining Invesco Russell 2000 Dynamic Multifactor ETF position as of Q3 2024 after selling out during the quarter.
  • Western Wealth Management sold 10,636 Invesco Russell 2000 Dynamic Multifactor ETF shares in Q3 2024, an estimated $386K.
  • Western Wealth Management first reported a position in Invesco Russell 2000 Dynamic Multifactor ETF in Q2 2024 and held it in 1 quarter.
  • Western Wealth Management's Invesco Russell 2000 Dynamic Multifactor ETF position peaked at $386K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held Invesco Russell 2000 Dynamic Multifactor ETF as of Q3 2024.

Based on Western Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.