SEC 13F Intelligence

Core Wealth Advisors, Inc. / OMFL

Core Wealth Advisors, Inc.’s Invesco Exch Trd Slf Idx Fd Position

Does Core Wealth Advisors, Inc. own Invesco Exch Trd Slf Idx Fd (OMFL)? Not currently — the last reported position was 332.6K shares worth $15M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$15M
Q3 2023
Shares
332.6K
% of Portfolio
+6.24%
Quarters Held
2
position exited

Position History OMFL

Reported value by quarter
Q2 ’23: $15MQ2 ’23Q3 ’23: $15MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023332.6K$15M+6.24%
Q2 2023301.9K$15M+5.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Core Wealth Advisors, Inc.’s full portfolio or all institutional holders of OMFL.