Advisory Services Network’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Advisory Services Network’s Portfolio OVM Stock Details OVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-134	Closed	-$2.96K	–	2976
2023 Q4	$2.96K	Buy	+134	New	+$2.84K	﹤0.01%	3279
2023 Q2	–	Sell	-134	Closed	-$2.98K	–	2959
2023 Q1	$2.98K	Hold	134	–	–	﹤0.01%	3319
2022 Q4	$2.89K	Buy	+134	New	+$2.88K	﹤0.01%	3297

Other funds holding OVM

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Advisory Services Network's OVM Position: Q1 2024 in Review

Advisory Services Network sold out of Overlay Shares Municipal Bond ETF (OVM) in Q1 2024, closing a stake of 134 shares — an estimated $2.96K sold.

Advisory Services Network first reported a position in OVM in Q4 2022 and held it in 3 quarters. The position peaked at $2.98K in Q1 2023. 6 funds tracked by Wall St. Rank hold OVM as of Q1 2024.

Advisory Services Network reported no remaining Overlay Shares Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 134 Overlay Shares Municipal Bond ETF shares in Q1 2024, an estimated $2.96K.
Advisory Services Network first reported a position in Overlay Shares Municipal Bond ETF in Q4 2022 and held it in 3 quarters.
Advisory Services Network's Overlay Shares Municipal Bond ETF position peaked at $2.98K in Q1 2023.
6 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.