Creative Planning’s Omega Flex OFLX Stock Holding History

Creative Planning’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	$213K	Buy	+6,773	New	+$210K	﹤0.01%	3837
2025 Q4	–	Sell	-19,958	Closed	-$622K	–	4048
2025 Q3	$622K	Buy	19,958 +12,632	+172%	+$428K	﹤0.01%	2540
2025 Q2	$237K	Buy	+7,326	New	+$235K	﹤0.01%	3091
2025 Q1	–	Sell	-224	Closed	-$9.4K	–	3655
2024 Q4	$9.4K	Sell	224 -11,113	-98%	-$541K	﹤0.01%	3388
2024 Q3	$566K	Buy	+11,337	New	+$558K	﹤0.01%	1985
2017 Q3	–	Sell	-200	Closed	-$13K	–	3120
2017 Q2	$13K	Hold	200	–	–	﹤0.01%	3468
2017 Q1	$10K	Buy	+200	New	+$9.45K	﹤0.01%	3598

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

Creative Planning's OFLX Position: Q2 2026 in Review

Creative Planning opened a new position in Omega Flex (OFLX) in Q2 2026: 6,773 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #3837 among its holdings. This is a return to the name: Creative Planning previously reported a position in OFLX as recently as Q3 2025.

Creative Planning first reported a position in OFLX in Q1 2017 and has held it in 7 quarters since. The position peaked at $622K in Q3 2025. 111 funds tracked by Wall St. Rank hold OFLX as of Q2 2026.

Creative Planning held 6,773 shares of Omega Flex worth $213K as of Q2 2026.
Omega Flex was a new Creative Planning position in Q2 2026.
Omega Flex made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3837 holding.
Creative Planning first reported a position in Omega Flex in Q1 2017 and has held it in 7 quarters since.
Creative Planning's Omega Flex position peaked at $622K in Q3 2025.
111 funds tracked by Wall St. Rank held Omega Flex as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.