AA
OVB icon

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
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 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. 10 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.
  • 10 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.