AWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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 +$51.4K ﹤0.01% 1555