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JPL Wealth Management’s Omega Flex OFLX Stock Holding History

JPL Wealth Management’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 		$157 Hold
5
– – ﹤0.01% 1568
2026
Q1 		$156 Buy
+5
New +$164 ﹤0.01% 1437

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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

JPL Wealth Management's OFLX Position: Q2 2026 in Review

JPL Wealth Management held its Omega Flex (OFLX) position steady in Q2 2026 at 5 shares worth $157. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

JPL Wealth Management first reported a position in OFLX in Q1 2026 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold OFLX as of Q2 2026.

  • JPL Wealth Management held 5 shares of Omega Flex worth $157 as of Q2 2026.
  • JPL Wealth Management left its Omega Flex share count unchanged in Q2 2026.
  • Omega Flex made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1568 holding.
  • JPL Wealth Management first reported a position in Omega Flex in Q1 2026 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held Omega Flex as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.