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Williams & Novak’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Williams & Novak’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
2026
Q3 		– Sell
-5,667
Closed -$388K – 156
2026
Q2 		$388K Sell
5,667
-7,700
-58% -$511K 0.26% 85
2026
Q1 		$811K Buy
+13,367
New +$832K 0.61% 45

Other funds holding OMFL

BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Williams & Novak's OMFL Position: Q3 2026 in Review

Williams & Novak sold out of Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) in Q3 2026, closing a stake of 5,667 shares — an estimated $388K sold.

Williams & Novak first reported a position in OMFL in Q1 2026 and held it in 2 quarters. The position peaked at $811K in Q1 2026. 11 funds tracked by Wall St. Rank hold OMFL as of Q3 2026.

  • Williams & Novak reported no remaining Invesco Russell 1000 Dynamic Multifactor ETF position as of Q3 2026 after selling out during the quarter.
  • Williams & Novak sold 5,667 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q3 2026, an estimated $388K.
  • Williams & Novak first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q1 2026 and held it in 2 quarters.
  • Williams & Novak's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $811K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.