Avestar Capital
OVB icon

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

Advocacy Wealth Management Services
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ProVise Management Group
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Sandy Spring Bank
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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.