AE Wealth Management’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

AE Wealth Management’s Portfolio OVL Stock Details OVL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$552K	Buy
2025 Q2	$120K	Hold
2025 Q1	$109K	Hold
2024 Q4	$116K	Buy