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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
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 $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return

Avion Wealth's OFLX Position: Q1 2026 in Review

Avion Wealth reduced its Omega Flex (OFLX) stake by 49% in Q1 2026, selling an estimated $559 and leaving 18 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Avion Wealth first reported a position in OFLX in Q3 2024 and has held it in 6 quarters since. The position peaked at $1K in Q4 2025. 109 funds tracked by Wall St. Rank hold OFLX as of Q1 2026.

  • Avion Wealth held 18 shares of Omega Flex worth $0 as of Q1 2026.
  • Avion Wealth sold 17 Omega Flex shares in Q1 2026, an estimated $559.
  • Omega Flex made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1493 holding.
  • Avion Wealth first reported a position in Omega Flex in Q3 2024 and has held it in 6 quarters since.
  • Avion Wealth's Omega Flex position peaked at $1K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Omega Flex as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.