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EverSource Wealth Advisors’s Omega Flex OFLX Stock Holding History

EverSource Wealth Advisors’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 		$4.8K Sell
153
-28
-15% -$870 ﹤0.01% 3301
2026
Q1 		$5.62K Buy
181
+70
+63% +$2.3K ﹤0.01% 3215
2025
Q4 		$3.27K Sell
111
-76
-41% -$2.17K ﹤0.01% 3307
2025
Q3 		$5.83K Buy
187
+110
+143% +$3.73K ﹤0.01% 3089
2025
Q2 		$2.49K Sell
77
-73
-49% -$2.35K ﹤0.01% 3429
2025
Q1 		$5.22K Buy
150
+141
+1,567% +$5.47K ﹤0.01% 2471
2024
Q4 		$378 Buy
+9
New +$438 ﹤0.01% 3282

Other funds holding OFLX

HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

EverSource Wealth Advisors's OFLX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Omega Flex (OFLX) stake by 15% in Q2 2026, selling an estimated $870 and leaving 153 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3301.

EverSource Wealth Advisors first reported a position in OFLX in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.83K in Q3 2025. 30 funds tracked by Wall St. Rank hold OFLX as of Q2 2026.

  • EverSource Wealth Advisors held 153 shares of Omega Flex worth $4.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 28 Omega Flex shares in Q2 2026, an estimated $870.
  • Omega Flex made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3301 holding.
  • EverSource Wealth Advisors first reported a position in Omega Flex in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Omega Flex position peaked at $5.83K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Omega Flex as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.