BALDWIN WEALTH PARTNERS LLC/MA RWL — INVESCO ETF TRUST II

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  30 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported INVESCO ETF TRUST II (RWL) in 30 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.06% in 2026 Q3. The latest visible filing shows RWL at 0.06% 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 RWL 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 ETF TRUST II, 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 Q3

RWL was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

RWL stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held RWL — position size vs. price
% of Fund (quarterly)    RWL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 6,600 — 0% 0.06% $849K 2026-10-13 $nan
2026 Q2 UNCHANGED — — — 6,600 — 0% 0.06% $843K 2026-07-14 $129.95
2026 Q1 UNCHANGED — — — 6,600 — 0% 0.06% $758K 2026-04-14 $119.08
2025 Q4 UNCHANGED — — — 6,600 — 0% 0.05% $756K 2026-01-07 $115.19
2025 Q3 UNCHANGED — — — 6,600 — 0% 0.05% $730K 2025-10-14 $108.94
2025 Q2 UNCHANGED — — — 6,600 — 0% 0.05% $688K 2025-07-24 $103.23
2025 Q1 UNCHANGED — — — 6,600 — 0% 0.05% $656K 2025-04-14 $93.55
2024 Q4 UNCHANGED — — — 6,600 — 0% 0.04% $646K 2025-01-22 $99.80
2024 Q3 REDUCED 5.9% +0.4% ❌ 6,600 -412 -5.9% 0.04% $647K 2024-10-16 $97.30
2024 Q2 UNCHANGED — — — 7,012 — 0% 0.05% $649K 2024-07-12 $91.39
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RWL

As of 2026 Q3 — sorted by position size

Cadent Capital Advisors, LLC 3Y 3.76% E&G Advisors, LLC 3Y 7Y 1.07% RVW Wealth, LLC 3Y 7Y 0.35% TOMPKINS FINANCIAL CORP 3Y 7Y 0.35% RFG - Bristol Wealth Advisors, LLC 0.31% TITLEIST ASSET MANAGEMENT, LLC 3Y 0.13% INDEPENDENT FINANCIAL GROUP, LLC 0.07% Atlas Brown,Inc. 3Y 7Y 0.06% Signal Advisors Wealth, LLC 0.05% ARMSTRONG ADVISORY GROUP, INC 3Y 0.04%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and RWL

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 RWL?

BALDWIN WEALTH PARTNERS LLC/MA reported RWL across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for RWL was 0.06% in 2026 Q3.

What is the latest reported RWL position on this page?

The most recent filing on this page is 2026 Q3, when BALDWIN WEALTH PARTNERS LLC/MA reported 6,600 shares, equal to 0.06% of portfolio, with an estimated market value of $849K.

What does the chart on this RWL ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly RWL 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.

← Back to BALDWIN WEALTH PARTNERS LLC/MA Holdings