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Avestar Capital’s Overlay Shares Core Bond ETF OVB Stock Holding History

Avestar Capital’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
2021
Q3 		– Sell
-16,254
Closed -$427K – 493
2021
Q2 		$427K Buy
+16,254
New +$421K 0.06% 282

Other funds holding OVB

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avestar Capital's OVB Position: Q3 2021 in Review

Avestar Capital sold out of Overlay Shares Core Bond ETF (OVB) in Q3 2021, closing a stake of 16,254 shares — an estimated $427K sold.

Avestar Capital first reported a position in OVB in Q2 2021 and held it in 1 quarter. The position peaked at $427K in Q2 2021. 16 funds tracked by Wall St. Rank hold OVB as of Q3 2021.

  • Avestar Capital reported no remaining Overlay Shares Core Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Avestar Capital sold 16,254 Overlay Shares Core Bond ETF shares in Q3 2021, an estimated $427K.
  • Avestar Capital first reported a position in Overlay Shares Core Bond ETF in Q2 2021 and held it in 1 quarter.
  • Avestar Capital's Overlay Shares Core Bond ETF position peaked at $427K in Q2 2021.
  • 16 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q3 2021.

Based on Avestar Capital's 13F filing for Q3 2021, filed 9 Nov 2021.