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Wealth Preservation Advisors’s Omega Flex OFLX Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-3
Closed -$93 – 667
2026
Q1 		$93 Buy
+3
New +$99 ﹤0.01% 941

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

Wealth Preservation Advisors's OFLX Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Omega Flex (OFLX) in Q2 2026, closing a stake of 3 shares — an estimated $93 sold.

Wealth Preservation Advisors first reported a position in OFLX in Q1 2026 and held it in 1 quarter. The position peaked at $93 in Q1 2026. 110 funds tracked by Wall St. Rank hold OFLX as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Omega Flex position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 3 Omega Flex shares in Q2 2026, an estimated $93.
  • Wealth Preservation Advisors first reported a position in Omega Flex in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Omega Flex position peaked at $93 in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Omega Flex as of Q2 2026.

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