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Advocacy Wealth Management Services’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

Advocacy Wealth Management Services’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
2022
Q4 		– Sell
-3,114
Closed -$66K – 104
2022
Q3 		$66K Sell
3,114
-1,514
-33% -$33.8K 0.01% 42
2022
Q2 		$104K Sell
4,628
-645
-12% -$14.6K 0.02% 38
2022
Q1 		$125K Sell
5,273
-5,952
-53% -$145K 0.02% 32
2021
Q4 		$284K Sell
11,225
-1,201
-10% -$31.2K 0.05% 31
2021
Q3 		$323K Sell
12,426
-20,309
-62% -$535K 0.06% 31
2021
Q2 		$866K Sell
32,735
-46,841
-59% -$1.22M 0.16% 26
2021
Q1 		$2.06M Sell
79,576
-938,905
-92% -$24.3M 0.41% 28
2020
Q4 		$26.3M Buy
1,018,481
+60,224
+6% +$1.55M 3.93% 6
2020
Q3 		$24.7M Buy
958,257
+53,356
+6% +$1.37M 3.97% 6
2020
Q2 		$23.1M Buy
904,901
+34,395
+4% +$851K 4.68% 5
2020
Q1 		$20.7M Buy
870,506
+362,770
+71% +$9.12M 4.58% 10
2019
Q4 		$12.8M Buy
+507,736
New +$12.8M 3.66% 10

Other funds holding OVM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAM
Family Asset Management Charleston, South Carolina $166M AUM 24.88% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Advocacy Wealth Management Services's OVM Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Overlay Shares Municipal Bond ETF (OVM) in Q4 2022, closing a stake of 3,114 shares — an estimated $66K sold.

Advocacy Wealth Management Services first reported a position in OVM in Q4 2019 and held it in 12 quarters. The position peaked at $26.3M in Q4 2020. 10 funds tracked by Wall St. Rank hold OVM as of Q4 2022.

  • Advocacy Wealth Management Services reported no remaining Overlay Shares Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 3,114 Overlay Shares Municipal Bond ETF shares in Q4 2022, an estimated $66K.
  • Advocacy Wealth Management Services first reported a position in Overlay Shares Municipal Bond ETF in Q4 2019 and held it in 12 quarters.
  • Advocacy Wealth Management Services's Overlay Shares Municipal Bond ETF position peaked at $26.3M in Q4 2020.
  • 10 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.