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Avion Wealth’s Omega Flex OFLX Stock Holding History

Avion Wealth’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
-18
Closed – – 1639
2026
Q1 		$0 Sell
18
-17
-49% -$559 ﹤0.01% 1493
2025
Q4 		$1K Buy
35
+18
+106% +$514 ﹤0.01% 1093
2025
Q3 		$0 Sell
17
-15
-47% -$509 ﹤0.01% 1441
2025
Q2 		$1K Buy
32
+21
+191% +$675 ﹤0.01% 1025
2025
Q1 		$0 Buy
+11
New +$427 ﹤0.01% 1261
2024
Q4 		– Sell
-11
Closed – – 1201
2024
Q3 		$0 Buy
+11
New +$542 ﹤0.01% 1239

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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

Avion Wealth's OFLX Position: Q2 2026 in Review

Avion Wealth sold out of Omega Flex (OFLX) in Q2 2026, closing a stake of 18 shares.

Avion Wealth first reported a position in OFLX in Q3 2024 and held it in 6 quarters. The position peaked at $1K in Q4 2025. 111 funds tracked by Wall St. Rank hold OFLX as of Q2 2026.

  • Avion Wealth reported no remaining Omega Flex position as of Q2 2026 after selling out during the quarter.
  • Avion Wealth sold 18 Omega Flex shares in Q2 2026.
  • Avion Wealth first reported a position in Omega Flex in Q3 2024 and held it in 6 quarters.
  • Avion Wealth's Omega Flex position peaked at $1K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Omega Flex as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.