OMFL — INVESCO EXCH TRD SLF IDX FD

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  11 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported INVESCO EXCH TRD SLF IDX FD (OMFL) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.78% in 2025 Q4. The latest visible filing shows OMFL at 1.78% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OMFL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA'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
2025 Q4

OMFL was reported at 1.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.78% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

OMFL stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held OMFL — position size vs. price
% of Fund (quarterly)    OMFL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 455,248 +6,590 +1.5% 1.78% $27.8M 2026-02-14 (Est.) $62.42
2025 Q3 REDUCED 448,658 -1,172 -0.3% 1.76% $27.0M 2025-10-14 $59.47
2025 Q2 ADDED 449,830 +5,905 +1.3% 1.77% $26.0M 2025-07-24 $57.88
2025 Q1 REDUCED 443,925 -12,161 -2.7% 1.66% $23.7M 2025-04-14 $52.01
2024 Q4 REDUCED 456,086 -1,924 -0.4% 1.71% $24.7M 2025-01-22 $55.34
2024 Q3 ADDED 458,010 +149,026 +48.2% 1.65% $24.3M 2024-10-16 $53.07
2024 Q2 REDUCED 308,984 -1,665 -0.5% 1.26% $16.2M 2024-07-12 $50.74
2024 Q1 ADDED 310,649 +36,239 +13.2% 1.29% $17.2M 2024-04-12 $51.29
2023 Q4 ADDED 274,410 +28,331 +11.5% 1.11% $14.1M 2024-01-08 $49.57
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OMFL

As of 2026 Q1 — sorted by position size

WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 2.61% Selby Wealth Management, LLC 1.01% ORRSTOWN FINANCIAL SERVICES INC 3Y 7Y 0.62% Dynamic Advisor Solutions LLC 3Y 7Y 0.12% Beacon Wealthcare LLC 3Y 0.09% FIRETHORN WEALTH PARTNERS, LLC 3Y 0.08% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.08% Farther Finance Advisors, LLC 0.02% Abound Wealth Management 0.01% CoreCap Advisors, LLC 3Y 0.0%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and OMFL

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

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning OMFL?

BALDWIN WEALTH PARTNERS LLC/MA reported OMFL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported OMFL position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for OMFL was 1.78% in 2025 Q4.

What is the latest reported OMFL position on this page?

The most recent filing on this page is 2025 Q4, when BALDWIN WEALTH PARTNERS LLC/MA reported 455,248 shares, equal to 1.78% of portfolio, with an estimated market value of $27.8M.

What does the chart on this OMFL ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA'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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