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 Q2	$28.3M	Sell	412,246 -26,941	-6%	-$1.79M	1.85%	12
2026 Q1	$26.4M	Sell	439,187 -16,061	-4%	-$1,000K	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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Baldwin Wealth Partners's OMFL Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) stake by 6.1% in Q2 2026, selling an estimated $1.79M and leaving 412,246 shares worth $28.3M. The position accounts for 1.85% of the portfolio, ranked #12.

Baldwin Wealth Partners first reported a position in OMFL in Q2 2023 and has held it in 13 quarters since. 84 funds tracked by Wall St. Rank hold OMFL as of Q2 2026.

Baldwin Wealth Partners held 412,246 shares of Invesco Russell 1000 Dynamic Multifactor ETF worth $28.3M as of Q2 2026.
Baldwin Wealth Partners sold 26,941 Invesco Russell 1000 Dynamic Multifactor ETF shares in Q2 2026, an estimated $1.79M.
Invesco Russell 1000 Dynamic Multifactor ETF made up 1.85% of Baldwin Wealth Partners's portfolio in Q2 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 13 quarters since.
84 funds tracked by Wall St. Rank held Invesco Russell 1000 Dynamic Multifactor ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.