Atlantic Union Bankshares’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Atlantic Union Bankshares’s Portfolio OVL Stock Details OVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$190K	Buy	3,783 +98	+3%	+$5.19K	﹤0.01%	594
2025 Q4	$196K	Sell	3,685 -131	-3%	-$6.92K	﹤0.01%	591
2025 Q3	$200K	Buy	3,816 +18	+0.5%	+$902	﹤0.01%	598
2025 Q2	$183K	Buy	+3,798	New	+$168K	﹤0.01%	489

Other funds holding OVL

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return