IFP Advisors’s Omeros OMER Stock Holding History

IFP Advisors’s Portfolio OMER Stock Details OMER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$495	Hold	26	–	–	﹤0.01%	4687
2026 Q2	$247	Hold	26	–	–	﹤0.01%	4822
2026 Q1	$275	Hold	26	–	–	﹤0.01%	4556
2025 Q4	$447	Hold	26	–	–	﹤0.01%	4310
2025 Q3	$107	Buy	+26	New	+$103	﹤0.01%	4536
2025 Q2	–	Hold	0	–	–	–	4648
2023 Q3	–	Sell	-1,342	Closed	-$7.3K	–	3480
2023 Q2	$7.3K	Buy	+1,342	New	+$7.84K	﹤0.01%	2400
2017 Q2	–	Sell	-2,000	Closed	-$30K	–	4171
2017 Q1	$30K	Hold	2,000	–	–	﹤0.01%	2240
2016 Q4	$20K	Hold	2,000	–	–	﹤0.01%	2466
2016 Q3	$22K	Hold	2,000	–	–	﹤0.01%	2349
2016 Q2	$21K	Buy	+2,000	New	+$24.6K	﹤0.01%	2315

Other funds holding OMER

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return

Mindset Wealth Management Indianapolis, Indiana $562M AUM 37.19% 1-Year Est. Return

American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

Compass Financial Management Tampa, Florida $926M AUM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

IFP Advisors's OMER Position: Q3 2026 in Review

IFP Advisors held its Omeros (OMER) position steady in Q3 2026 at 26 shares worth $495. The position accounts for ﹤0.01% of the portfolio, ranked #4687.

IFP Advisors first reported a position in OMER in Q2 2016 and has held it in 10 quarters since. The position peaked at $30K in Q1 2017. 46 funds tracked by Wall St. Rank hold OMER as of Q3 2026.

IFP Advisors held 26 shares of Omeros worth $495 as of Q3 2026.
IFP Advisors left its Omeros share count unchanged in Q3 2026.
Omeros made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4687 holding.
IFP Advisors first reported a position in Omeros in Q2 2016 and has held it in 10 quarters since.
IFP Advisors's Omeros position peaked at $30K in Q1 2017.
46 funds tracked by Wall St. Rank held Omeros as of Q3 2026.

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