SEC 13F Intelligence

Daner Wealth Management, LLC / OMFL

Daner Wealth Management, LLC’s Invesco Exch Trd Slf Idx Fd Position

Does Daner Wealth Management, LLC own Invesco Exch Trd Slf Idx Fd (OMFL)? Yes — 225.5K shares worth $15M (+8.90% of its 13F portfolio) as of Q1 2026, down from 249.0K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
225.5K
% of Portfolio
+8.90%
Quarters Held
5
currently held

Position History OMFL

Reported value by quarter
Q4 ’24: $16MQ4 ’24Q2 ’25: $14MQ2 ’25Q3 ’25: $15MQ3 ’25Q4 ’25: $16MQ4 ’25Q1 ’26: $15MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026225.5K$15M+8.90%
Q4 2025249.0K$16M+9.65%
Q3 2025243.9K$15M+9.55%
Q2 2025244.6K$14M+9.99%
Q4 2024287.0K$16M+11.89%

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