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Arax Advisory Partners’s Overlay Shares Small Cap Equity ETF OVS Stock Holding History

Arax Advisory Partners’s Portfolio OVS Stock Details OVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$229K Buy
+5,363
New +$214K ﹤0.01% 2161

Other funds holding OVS

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
LTM
Lotus Technology Management Orlando, Florida $81.5M AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Arax Advisory Partners's OVS Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Overlay Shares Small Cap Equity ETF (OVS) in Q2 2026: 5,363 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #2161 among its holdings.

9 funds tracked by Wall St. Rank hold OVS as of Q2 2026.

  • Arax Advisory Partners held 5,363 shares of Overlay Shares Small Cap Equity ETF worth $229K as of Q2 2026.
  • Overlay Shares Small Cap Equity ETF was a new Arax Advisory Partners position in Q2 2026.
  • Overlay Shares Small Cap Equity ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2161 holding.
  • 9 funds tracked by Wall St. Rank held Overlay Shares Small Cap Equity ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.