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True Wealth Design’s Omega Flex OFLX Stock Holding History

True Wealth Design’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 		$1.7K Sell
54
-10
-16% -$311 ﹤0.01% 1761
2026
Q1 		$1.99K Sell
64
-6
-9% -$197 ﹤0.01% 1541
2025
Q4 		$2.06K Buy
70
+7
+11% +$200 ﹤0.01% 1440
2025
Q3 		$1.97K Buy
63
+39
+163% +$1.32K ﹤0.01% 1467
2025
Q2 		$778 Buy
24
+3
+14% +$96 ﹤0.01% 1572
2025
Q1 		$731 Sell
21
-5
-19% -$194 ﹤0.01% 1395
2024
Q4 		$1.09K Buy
+26
New +$1.26K ﹤0.01% 910

Other funds holding OFLX

VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's OFLX Position: Q2 2026 in Review

True Wealth Design reduced its Omega Flex (OFLX) stake by 16% in Q2 2026, selling an estimated $311 and leaving 54 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

True Wealth Design first reported a position in OFLX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.06K in Q4 2025. 6 funds tracked by Wall St. Rank hold OFLX as of Q2 2026.

  • True Wealth Design held 54 shares of Omega Flex worth $1.7K as of Q2 2026.
  • True Wealth Design sold 10 Omega Flex shares in Q2 2026, an estimated $311.
  • Omega Flex made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1761 holding.
  • True Wealth Design first reported a position in Omega Flex in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Omega Flex position peaked at $2.06K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Omega Flex as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.