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 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%	2015

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

IFP Advisors's OFLX Position: Q1 2026 in Review

IFP Advisors reduced its Omega Flex (OFLX) stake by 61% in Q1 2026, selling an estimated $460 and leaving 9 shares worth $279. The position accounts for ﹤0.01% of the portfolio, ranked #4550.

IFP Advisors first reported a position in OFLX in Q1 2016 and has held it in 16 quarters since. The position peaked at $4K in Q4 2019. 109 funds tracked by Wall St. Rank hold OFLX as of Q1 2026.

IFP Advisors held 9 shares of Omega Flex worth $279 as of Q1 2026.
IFP Advisors sold 14 Omega Flex shares in Q1 2026, an estimated $460.
Omega Flex made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4550 holding.
IFP Advisors first reported a position in Omega Flex in Q1 2016 and has held it in 16 quarters since.
IFP Advisors's Omega Flex position peaked at $4K in Q4 2019.
109 funds tracked by Wall St. Rank held Omega Flex as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.