Bank of America
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Bank of America’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Bank of America’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 		– Sell
-82
Closed -$4.36K – 6558
2025
Q4 		$4.36K Buy
+82
New +$4.33K ﹤0.01% 6295

Other funds holding OVL

AA
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
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 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
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Bank of America's OVL Position: Q1 2026 in Review

Bank of America sold out of Overlay Shares Large Cap Equity ETF (OVL) in Q1 2026, closing a stake of 82 shares — an estimated $4.36K sold.

Bank of America first reported a position in OVL in Q4 2025 and held it in 1 quarter. The position peaked at $4.36K in Q4 2025. 36 funds tracked by Wall St. Rank hold OVL as of Q1 2026.

  • Bank of America reported no remaining Overlay Shares Large Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 82 Overlay Shares Large Cap Equity ETF shares in Q1 2026, an estimated $4.36K.
  • Bank of America first reported a position in Overlay Shares Large Cap Equity ETF in Q4 2025 and held it in 1 quarter.
  • Bank of America's Overlay Shares Large Cap Equity ETF position peaked at $4.36K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.