Armis Advisers
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
Q3 		$22.7M Buy
1,155,692
+3,693
+0.3% +$74.2K 1.9% 13
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

Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return
Ethos Capital Management
Ethos Capital Management Newtown, Pennsylvania $150M AUM 34.52% 1-Year Est. Return
Beam Wealth Advisors
Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return
REAP Financial Group
REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Armis Advisers's OVB Position: Q3 2026 in Review

Armis Advisers increased its Overlay Shares Core Bond ETF (OVB) stake by 0.32% in Q3 2026, buying an estimated $74.2K and bringing the position to 1,155,692 shares worth $22.7M. The position accounts for 1.9% of the portfolio, ranked #13.

Armis Advisers first reported a position in OVB in Q4 2024 and has held it in 8 quarters since. The position peaked at $23.6M in Q2 2026. 6 funds tracked by Wall St. Rank hold OVB as of Q3 2026.

  • Armis Advisers held 1,155,692 shares of Overlay Shares Core Bond ETF worth $22.7M as of Q3 2026.
  • Armis Advisers bought 3,693 Overlay Shares Core Bond ETF shares in Q3 2026, an estimated $74.2K.
  • Overlay Shares Core Bond ETF made up 1.9% of Armis Advisers's portfolio in Q3 2026, its #13 holding.
  • Armis Advisers first reported a position in Overlay Shares Core Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Armis Advisers's Overlay Shares Core Bond ETF position peaked at $23.6M in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.