Baldwin Wealth Partners
OMFL icon

Baldwin Wealth Partners’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History

Baldwin Wealth Partners’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 		$28M Sell
401,093
-11,153
-3% -$779K 1.84% 12
2026
Q2 		$28.3M Sell
412,246
-26,941
-6% -$1.79M 1.85% 12
2026
Q1 		$26.4M Sell
439,187
-16,061
-4% -$1000K 1.92% 12
2025
Q4 		$27.8M Buy
455,248
+6,590
+1% +$398K 1.78% 16
2025
Q3 		$27M Sell
448,658
-1,172
-0.3% -$69K 1.76% 15
2025
Q2 		$26M Buy
449,830
+5,905
+1% +$322K 1.77% 15
2025
Q1 		$23.7M Sell
443,925
-12,161
-3% -$670K 1.66% 15
2024
Q4 		$24.7M Sell
456,086
-1,924
-0.4% -$105K 1.71% 14
2024
Q3 		$24.3M Buy
458,010
+149,026
+48% +$7.62M 1.65% 14
2024
Q2 		$16.2M Sell
308,984
-1,665
-0.5% -$88.4K 1.26% 23
2024
Q1 		$17.2M Buy
310,649
+36,239
+13% +$1.86M 1.29% 24
2023
Q4 		$14.1M Buy
274,410
+28,331
+12% +$1.34M 1.11% 30
2023
Q3 		$11.3M Buy
246,079
+33,111
+16% +$1.61M 0.97% 34
2023
Q2 		$10.4M Buy
+212,968
New +$10.1M 0.86% 39

Other funds holding OMFL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ashton Thomas Securities
Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Curry Webb Wealth Management
Curry Webb Wealth Management Indianapolis, Indiana $241M AUM 14.92% 1-Year Est. Return
MW Advisory
MW Advisory Atlanta, Georgia $252M AUM
Financial Designs
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Baldwin Wealth Partners's OMFL Position: Q3 2026 in Review

Baldwin Wealth Partners reduced its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 2.7% in Q3 2026, selling an estimated $779K and leaving 401,093 shares worth $28M. The position accounts for 1.84% of the portfolio, ranked #12.

Baldwin Wealth Partners first reported a position in OMFL in Q2 2023 and has held it in 14 quarters since. The position peaked at $28.3M in Q2 2026. 78 funds tracked by Wall St. Rank hold OMFL as of Q3 2026.

  • Baldwin Wealth Partners held 401,093 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $28M as of Q3 2026.
  • Baldwin Wealth Partners sold 11,153 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q3 2026, an estimated $779K.
  • Invesco Russell 1000 Dynamic Multifactor ETF made up 1.84% of Baldwin Wealth Partners's portfolio in Q3 2026, its #12 holding.
  • Baldwin Wealth Partners first reported a position in Invesco Russell 1000 Dynamic Multifactor ETF in Q2 2023 and has held it in 14 quarters since.
  • Baldwin Wealth Partners's Invesco Russell 1000 Dynamic Multifactor ETF position peaked at $28.3M in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.