AWM
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AE Wealth Management’s Overlay Shares Core Bond ETF OVB Stock Holding History

AE Wealth Management’s Portfolio OVB Stock Details OVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.2K Buy
1,130
+1,122
+14,025% +$23.2K ﹤0.01% 2121
2025
Q4 		$173 Hold
8
– – ﹤0.01% 2430
2025
Q3 		$170 Buy
+8
New +$164 ﹤0.01% 2259

Other funds holding OVB

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

AE Wealth Management's OVB Position: Q1 2026 in Review

AE Wealth Management increased its Overlay Shares Core Bond ETF (OVB) stake by 14,025% in Q1 2026, buying an estimated $23.2K and bringing the position to 1,130 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

AE Wealth Management first reported a position in OVB in Q3 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold OVB as of Q1 2026.

  • AE Wealth Management held 1,130 shares of Overlay Shares Core Bond ETF worth $23.2K as of Q1 2026.
  • AE Wealth Management bought 1,122 Overlay Shares Core Bond ETF shares in Q1 2026, an estimated $23.2K.
  • Overlay Shares Core Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2121 holding.
  • AE Wealth Management first reported a position in Overlay Shares Core Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.