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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

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

Oasis Advisors Forest City, Iowa $154M AUM

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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. 16 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.
16 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.