IFP Advisors
OFLX icon

IFP Advisors’s Omega Flex OFLX Stock Holding History

IFP 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
Q3 		$1.37K Sell
54
-19
-26% -$536 ﹤0.01% 4386
2026
Q2 		$2.29K Buy
73
+64
+711% +$1.99K ﹤0.01% 4178
2026
Q1 		$279 Sell
9
-14
-61% -$460 ﹤0.01% 4550
2025
Q4 		$677 Sell
23
-5
-18% -$143 ﹤0.01% 4198
2025
Q3 		$873 Buy
28
+4
+17% +$136 ﹤0.01% 4005
2025
Q2 		$778 Buy
24
+22
+1,100% +$707 ﹤0.01% 4300
2025
Q1 		$70 Hold
2
– – ﹤0.01% 3952
2024
Q4 		$84 Sell
2
-29
-94% -$1.41K ﹤0.01% 4099
2024
Q3 		$1.55K Buy
+31
New +$1.53K ﹤0.01% 2986
2021
Q2 		– Sell
-17
Closed -$2.57K – 3170
2021
Q1 		$3K Hold
17
– – ﹤0.01% 2579
2020
Q4 		$2K Hold
17
– – ﹤0.01% 2641
2020
Q3 		$3K Hold
17
– – ﹤0.01% 2380
2020
Q2 		$2K Hold
17
– – ﹤0.01% 2411
2020
Q1 		$1K Sell
17
-16
-48% -$1.45K ﹤0.01% 2574
2019
Q4 		$4K Hold
33
– – ﹤0.01% 2276
2019
Q3 		$3K Buy
+33
New +$2.74K ﹤0.01% 2560
2019
Q1 		$3K Buy
+33
New +$2.26K ﹤0.01% 2019
2016
Q2 		– Sell
-33
Closed -$3K – 3997
2016
Q1 		$3K Buy
+33
New +$1.06K ﹤0.01% 2016

Other funds holding OFLX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

IFP Advisors's OFLX Position: Q3 2026 in Review

IFP Advisors reduced its Omega Flex (OFLX) stake by 26% in Q3 2026, selling an estimated $536 and leaving 54 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #4386.

IFP Advisors first reported a position in OFLX in Q1 2016 and has held it in 18 quarters since. The position peaked at $4K in Q4 2019. 56 funds tracked by Wall St. Rank hold OFLX as of Q3 2026.

  • IFP Advisors held 54 shares of Omega Flex worth $1.37K as of Q3 2026.
  • IFP Advisors sold 19 Omega Flex shares in Q3 2026, an estimated $536.
  • Omega Flex made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4386 holding.
  • IFP Advisors first reported a position in Omega Flex in Q1 2016 and has held it in 18 quarters since.
  • IFP Advisors's Omega Flex position peaked at $4K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Omega Flex as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.