AWM
OVT icon

AE Wealth Management’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

AE Wealth Management’s Portfolio OVT Stock Details OVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.2K Buy
878
+877
+87,700% +$19.3K ﹤0.01% 2263
2026
Q1 		$20 Sell
1
-2,352
-100% -$51.8K ﹤0.01% 2583
2025
Q4 		$51.7K Buy
2,353
+1
+0% +$22 ﹤0.01% 1844
2025
Q3 		$52.6K Buy
2,352
+9
+0.4% +$199 ﹤0.01% 1703
2025
Q2 		$52.1K Hold
2,343
– – ﹤0.01% 1599
2025
Q1 		$51.7K Hold
2,343
– – ﹤0.01% 1581
2024
Q4 		$51.4K Buy
+2,343
New +$52.3K ﹤0.01% 1555

Other funds holding OVT

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
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

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

AE Wealth Management increased its Overlay Shares Short Term Bond ETF (OVT) stake by 87,700% in Q2 2026, buying an estimated $19.3K and bringing the position to 878 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

AE Wealth Management first reported a position in OVT in Q4 2024 and has held it in 7 quarters since. The position peaked at $52.6K in Q3 2025. 7 funds tracked by Wall St. Rank hold OVT as of Q2 2026.

  • AE Wealth Management held 878 shares of Overlay Shares Short Term Bond ETF worth $19.2K as of Q2 2026.
  • AE Wealth Management bought 877 Overlay Shares Short Term Bond ETF shares in Q2 2026, an estimated $19.3K.
  • Overlay Shares Short Term Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2263 holding.
  • AE Wealth Management first reported a position in Overlay Shares Short Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • AE Wealth Management's Overlay Shares Short Term Bond ETF position peaked at $52.6K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q2 2026.

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