Armis Advisers’s Overlay Shares Core Bond ETF OVB Stock Holding History

Armis Advisers’s Portfolio OVB Stock Details OVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.6M	Buy	1,151,999 +97,143	+9%	+$2M	2.16%	10
2026 Q1	$21.7M	Sell	1,054,856 -36,485	-3%	-$754K	2.1%	10
2025 Q4	$22.3M	Buy	1,091,341 +141,595	+15%	+$2.93M	2.51%	5
2025 Q3	$19.7M	Sell	949,746 -42,906	-4%	-$880K	1.79%	16
2025 Q2	$20.1M	Sell	992,652 -63,728	-6%	-$1.28M	1.59%	12
2025 Q1	$21.6M	Buy	1,056,380 +168,547	+19%	+$3.45M	2.01%	9
2024 Q4	$18M	Buy	+887,833	New	+$18.5M	2.2%	9

Other funds holding OVB

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

Armis Advisers's OVB Position: Q2 2026 in Review

Armis Advisers increased its Overlay Shares Core Bond ETF (OVB) stake by 9.2% in Q2 2026, buying an estimated $2M and bringing the position to 1,151,999 shares worth $23.6M. The position accounts for 2.16% of the portfolio, ranked #10.

Armis Advisers first reported a position in OVB in Q4 2024 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold OVB as of Q2 2026.

Armis Advisers held 1,151,999 shares of Overlay Shares Core Bond ETF worth $23.6M as of Q2 2026.
Armis Advisers bought 97,143 Overlay Shares Core Bond ETF shares in Q2 2026, an estimated $2M.
Overlay Shares Core Bond ETF made up 2.16% of Armis Advisers's portfolio in Q2 2026, its #10 holding.
Armis Advisers first reported a position in Overlay Shares Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
16 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.