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Strategic Investment Solutions’s Omeros OMER Stock Holding History

Strategic Investment Solutions’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
Q2 		$17.4K Sell
1,826
-1
-0.1% -$12 ﹤0.01% 380
2026
Q1 		$19.3K Hold
1,827
– – ﹤0.01% 345
2025
Q4 		$31.4K Buy
1,827
+2
+0.1% +$17 0.01% 281
2025
Q3 		$7.48K Hold
1,825
– – ﹤0.01% 402
2025
Q2 		$5.47K Hold
1,825
– – ﹤0.01% 421
2025
Q1 		$15K Hold
1,825
– – ﹤0.01% 322
2024
Q4 		$18K Buy
+1,825
New +$12.5K 0.01% 319

Other funds holding OMER

SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return