Creative Planning
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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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's OFLX Position: Q4 2025 in Review

Creative Planning sold out of Omega Flex (OFLX) in Q4 2025, closing a stake of 19,958 shares — an estimated $622K sold.

Creative Planning first reported a position in OFLX in Q1 2017 and held it in 6 quarters. The position peaked at $622K in Q3 2025. 104 funds tracked by Wall St. Rank hold OFLX as of Q4 2025.

  • Creative Planning reported no remaining Omega Flex position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 19,958 Omega Flex shares in Q4 2025, an estimated $622K.
  • Creative Planning first reported a position in Omega Flex in Q1 2017 and held it in 6 quarters.
  • Creative Planning's Omega Flex position peaked at $622K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Omega Flex as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.