Advisory Services Network’s Omega Flex OFLX Stock Holding History

Advisory Services Network’s Portfolio OFLX Stock Details OFLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-76	Closed	-$2.36K	–	3838
2026 Q1	$2.36K	Buy	+76	New	+$2.5K	﹤0.01%	4100
2025 Q4	–	Sell	-180	Closed	-$5.61K	–	3470
2025 Q3	$5.61K	Buy	+180	New	+$6.1K	﹤0.01%	3492
2024 Q1	–	Sell	-670	Closed	-$47.2K	–	2936
2023 Q4	$47.2K	Buy	+670	New	+$50K	﹤0.01%	2044
2023 Q2	–	Sell	-932	Closed	-$104K	–	2917
2023 Q1	$104K	Hold	932	–	–	﹤0.01%	1631
2022 Q4	$87K	Buy	+932	New	+$88.3K	﹤0.01%	1696
2022 Q2	–	Sell	-1,743	Closed	-$226K	–	1457
2022 Q1	$226K	Buy	+1,743	New	+$243K	0.01%	1285

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Advisory Services Network's OFLX Position: Q2 2026 in Review

Advisory Services Network sold out of Omega Flex (OFLX) in Q2 2026, closing a stake of 76 shares — an estimated $2.36K sold.

Advisory Services Network first reported a position in OFLX in Q1 2022 and held it in 6 quarters. The position peaked at $226K in Q1 2022. 111 funds tracked by Wall St. Rank hold OFLX as of Q2 2026.

Advisory Services Network reported no remaining Omega Flex position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 76 Omega Flex shares in Q2 2026, an estimated $2.36K.
Advisory Services Network first reported a position in Omega Flex in Q1 2022 and held it in 6 quarters.
Advisory Services Network's Omega Flex position peaked at $226K in Q1 2022.
111 funds tracked by Wall St. Rank held Omega Flex as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.