OMFL β€” INVESCO EXCH TRD SLF IDX FD

Ownership history in Abound Wealth Management  Β·  6 quarters on record

AI Ownership Summary

Abound Wealth Management reported INVESCO EXCH TRD SLF IDX FD (OMFL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows OMFL at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OMFL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abound Wealth Management's position in INVESCO EXCH TRD SLF IDX FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OMFL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Abound Wealth Management held OMFL β€” position size vs. price
% of Fund (quarterly)    OMFL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 456 +139 +43.8% 0.01% $27K 2026-04-10 $62.77
2025 Q4 UNCHANGED 317 β€” 0% 0.00% $19K 2026-01-12 $62.93
2025 Q3 UNCHANGED 317 β€” 0% 0.00% $19K 2025-10-10 $58.80
2025 Q2 UNCHANGED 317 β€” 0% 0.01% $18K 2025-07-14 $57.34
2025 Q1 UNCHANGED 317 β€” 0% 0.01% $17K 2025-04-17 $50.86
2024 Q4 INITIATED 317 β€” β€” 0.01% $17K 2025-01-13 $53.26

FAQ About Abound Wealth Management and OMFL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abound Wealth Management reported owning OMFL?

Abound Wealth Management reported OMFL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported OMFL position in Abound Wealth Management's portfolio?

The largest reported portfolio weight for OMFL was 0.01% in 2026 Q1.

What is the latest reported OMFL position on this page?

The most recent filing on this page is 2026 Q1, when Abound Wealth Management reported 456 shares, equal to 0.01% of portfolio, with an estimated market value of $27K.

What does the chart on this OMFL ownership page compare?

The chart compares Abound Wealth Management's quarterly OMFL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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