Atlantic Union Bankshares’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$184K	Buy	8,421 +135	+2%	+$2.97K	﹤0.01%	644
2026 Q1	$182K	Buy	8,286 +128	+2%	+$2.82K	﹤0.01%	605
2025 Q4	$179K	Buy	8,158 +186	+2%	+$4.13K	﹤0.01%	606
2025 Q3	$178K	Buy	7,972 +80	+1%	+$1.77K	﹤0.01%	620
2025 Q2	$176K	Buy	+7,892	New	+$172K	﹤0.01%	496

Other funds holding OVT

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

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

EWM

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

Oasis Advisors Forest City, Iowa $154M AUM

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Atlantic Union Bankshares's OVT Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Overlay Shares Short Term Bond ETF (OVT) stake by 1.6% in Q2 2026, buying an estimated $2.97K and bringing the position to 8,421 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Atlantic Union Bankshares first reported a position in OVT in Q2 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold OVT as of Q2 2026.

Atlantic Union Bankshares held 8,421 shares of Overlay Shares Short Term Bond ETF worth $184K as of Q2 2026.
Atlantic Union Bankshares bought 135 Overlay Shares Short Term Bond ETF shares in Q2 2026, an estimated $2.97K.
Overlay Shares Short Term Bond ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #644 holding.
Atlantic Union Bankshares first reported a position in Overlay Shares Short Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
16 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.