Integrated Wealth Concepts’s Omega Flex OFLX Stock Holding History

Integrated Wealth Concepts’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	$18.2K	Buy	+581	New	+$18K	﹤0.01%	4158

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Integrated Wealth Concepts's OFLX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Omega Flex (OFLX) in Q2 2026: 581 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #4158 among its holdings.

110 funds tracked by Wall St. Rank hold OFLX as of Q2 2026.

Integrated Wealth Concepts held 581 shares of Omega Flex worth $18.2K as of Q2 2026.
Omega Flex was a new Integrated Wealth Concepts position in Q2 2026.
Omega Flex made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4158 holding.
110 funds tracked by Wall St. Rank held Omega Flex as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.