AWM
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AE Wealth Management’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History

AE Wealth Management’s Portfolio OVLH Stock Details OVLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24 Hold
1
– – ﹤0.01% 2651
2026
Q1 		$22 Hold
1
– – ﹤0.01% 2582
2025
Q4 		$23 Hold
1
– – ﹤0.01% 2447
2025
Q3 		$23 Buy
+1
New +$38 ﹤0.01% 2273

Other funds holding OVLH

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AE Wealth Management's OVLH Position: Q2 2026 in Review

AE Wealth Management held its Overlay Shares Hedged Large Cap Equity ETF (OVLH) position steady in Q2 2026 at 1 share worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

AE Wealth Management first reported a position in OVLH in Q3 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold OVLH as of Q2 2026.

  • AE Wealth Management held 1 share of Overlay Shares Hedged Large Cap Equity ETF worth $24 as of Q2 2026.
  • AE Wealth Management left its Overlay Shares Hedged Large Cap Equity ETF share count unchanged in Q2 2026.
  • Overlay Shares Hedged Large Cap Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2651 holding.
  • AE Wealth Management first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.